JWA
HLF icon

JFS Wealth Advisors’s Herbalife HLF Stock Holding History

JFS Wealth Advisors’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
Q2 		– Sell
-10
Closed -$101 – 2015
2024
Q1 		$101 Sell
10
-64
-86% -$688 ﹤0.01% 1950
2023
Q4 		$1.13K Buy
74
+60
+429% +$829 ﹤0.01% 1629
2023
Q3 		$196 Sell
14
-39
-74% -$590 ﹤0.01% 1865
2023
Q2 		$702 Sell
53
-14
-21% -$191 ﹤0.01% 1699
2023
Q1 		$1.08K Buy
67
+39
+139% +$690 ﹤0.01% 1562
2022
Q4 		$417 Sell
28
-58
-67% -$1.01K ﹤0.01% 1761
2022
Q3 		$2K Buy
86
+76
+760% +$1.88K ﹤0.01% 1332
2022
Q2 		$0 Sell
10
-7
-41% -$173 ﹤0.01% 1822
2022
Q1 		$1K Sell
17
-6
-26% -$235 ﹤0.01% 1649
2021
Q4 		$1K Buy
+23
New +$957 ﹤0.01% 1392

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return