GIM
HLF icon

Goelzer Investment Management’s Herbalife HLF Stock Holding History

Goelzer 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
2014
Q3 		– Sell
-93,718
Closed -$3.02M – 197
2014
Q2 		$3.02M Sell
93,718
-4,984
-5% -$153K 0.5% 98
2014
Q1 		$2.83M Sell
98,702
-5,766
-6% -$190K 0.5% 95
2013
Q4 		$4.11M Buy
104,468
+210
+0.2% +$7.28K 0.74% 51
2013
Q3 		$3.64M Sell
104,258
-191,638
-65% -$5.93M 0.74% 54
2013
Q2 		$6.68M Buy
+295,896
New +$6.3M 0.71% 59

Other funds holding HLF

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
Perry Capital New York $78.6M AUM 8.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return