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Freedom Investment Management’s Herbalife HLF Stock Holding History

Freedom Investment Management’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
2020
Q4 		– Sell
-7,477
Closed -$349K – 633
2020
Q3 		$349K Sell
7,477
-1,047
-12% -$51.4K 0.04% 377
2020
Q2 		$383K Sell
8,524
-1,262
-13% -$49K 0.04% 349
2020
Q1 		$400K Buy
9,786
+15
+0.2% +$558 0.04% 402
2019
Q4 		$466K Sell
9,771
-148
-1% -$6.41K 0.04% 360
2019
Q3 		$376K Buy
9,919
+2,089
+27% +$81.6K 0.03% 433
2019
Q2 		$335K Buy
7,830
+70
+0.9% +$3.31K 0.03% 488
2019
Q1 		$411K Sell
7,760
-1,558
-17% -$89.5K 0.03% 425
2018
Q4 		$549K Sell
9,318
-2,388
-20% -$132K 0.04% 402
2018
Q3 		$658K Buy
11,706
+374
+3% +$20.7K 0.04% 430
2018
Q2 		$609K Buy
+11,332
New +$596K 0.04% 474

Other funds holding HLF

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

Freedom Investment Management's HLF Position: Q4 2020 in Review

Freedom Investment Management sold out of Herbalife (HLF) in Q4 2020, closing a stake of 7,477 shares — an estimated $349K sold.

Freedom Investment Management first reported a position in HLF in Q2 2018 and held it in 10 quarters. The position peaked at $658K in Q3 2018. 253 funds tracked by Wall St. Rank hold HLF as of Q4 2020.

  • Freedom Investment Management reported no remaining Herbalife position as of Q4 2020 after selling out during the quarter.
  • Freedom Investment Management sold 7,477 Herbalife shares in Q4 2020, an estimated $349K.
  • Freedom Investment Management first reported a position in Herbalife in Q2 2018 and held it in 10 quarters.
  • Freedom Investment Management's Herbalife position peaked at $658K in Q3 2018.
  • 253 funds tracked by Wall St. Rank held Herbalife as of Q4 2020.

Based on Freedom Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.