GWS
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Glassman Wealth Services’s Herbalife HLF Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-17
Closed -$259 – 902
2023
Q4 		$259 Sell
17
-37
-69% -$511 ﹤0.01% 1852
2023
Q3 		$755 Sell
54
-22
-29% -$333 ﹤0.01% 1635
2023
Q2 		$1.01K Sell
76
-112
-60% -$1.52K ﹤0.01% 1444
2023
Q1 		$3.03K Buy
+188
New +$3.33K ﹤0.01% 1136
2022
Q1 		– Sell
-104
Closed -$4K – 1761
2021
Q4 		$4K Buy
+104
New +$4.33K ﹤0.01% 1032
2020
Q1 		– Sell
-2
Closed – – 1309
2019
Q4 		$0 Buy
+2
New +$87 ﹤0.01% 1302

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $718M AUM 8.19% 1-Year Est. Return