GI
HLF icon

Gradient Investments’s Herbalife HLF Stock Holding History

Gradient Investments’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
-150
Closed -$5K – 1287
2022
Q1 		$5K Buy
+150
New +$5.87K ﹤0.01% 884
2018
Q2 		– Sell
-6
Closed – – 1051
2018
Q1 		$0 Hold
6
– – ﹤0.01% 1075
2017
Q4 		$0 Buy
+6
New +$210 ﹤0.01% 1041
2015
Q4 		– Sell
-6
Closed – – 707
2015
Q3 		$0 Buy
+6
New +$164 ﹤0.01% 640

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 $2.49B AUM 10.92% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Bronte Capital Management Bondi Junction, Australia $931M AUM 47.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gradient Investments's HLF Position: Q2 2022 in Review

Gradient Investments sold out of Herbalife (HLF) in Q2 2022, closing a stake of 150 shares — an estimated $5K sold.

Gradient Investments first reported a position in HLF in Q3 2015 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 204 funds tracked by Wall St. Rank hold HLF as of Q2 2022.

  • Gradient Investments reported no remaining Herbalife position as of Q2 2022 after selling out during the quarter.
  • Gradient Investments sold 150 Herbalife shares in Q2 2022, an estimated $5K.
  • Gradient Investments first reported a position in Herbalife in Q3 2015 and held it in 4 quarters.
  • Gradient Investments's Herbalife position peaked at $5K in Q1 2022.
  • 204 funds tracked by Wall St. Rank held Herbalife as of Q2 2022.

Based on Gradient Investments's 13F filing for Q2 2022, filed 11 Jul 2022.