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Freedman Financial Associates’s Herbalife HLF Stock Holding History

Freedman Financial Associates’s Portfolio HLF Stock Details HLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-74
Closed -$2K – 172
2022
Q1 		$2K Hold
74
– – ﹤0.01% 457
2021
Q4 		$3K Hold
74
– – ﹤0.01% 412
2021
Q3 		$3K Hold
74
– – ﹤0.01% 418
2021
Q2 		$4K Hold
74
– – ﹤0.01% 401
2021
Q1 		$3K Hold
74
– – ﹤0.01% 417
2020
Q4 		$4K Buy
+74
New +$3.57K ﹤0.01% 406

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bronte Capital Management Bondi Junction, Australia $1.01B AUM 47.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedman Financial Associates's HLF Position: Q2 2022 in Review

Freedman Financial Associates sold out of Herbalife (HLF) in Q2 2022, closing a stake of 74 shares — an estimated $2K sold.

Freedman Financial Associates first reported a position in HLF in Q4 2020 and held it in 6 quarters. The position peaked at $4K in Q2 2021. 204 funds tracked by Wall St. Rank hold HLF as of Q2 2022.

  • Freedman Financial Associates reported no remaining Herbalife position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 74 Herbalife shares in Q2 2022, an estimated $2K.
  • Freedman Financial Associates first reported a position in Herbalife in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Herbalife position peaked at $4K in Q2 2021.
  • 204 funds tracked by Wall St. Rank held Herbalife as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.