JMPWA
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JP Morgan Private Wealth Advisors’s Herbalife HLF Stock Holding History

JP Morgan Private 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
2022
Q4 		– Sell
-13,690
Closed -$272K – 1960
2022
Q3 		$272K Sell
13,690
-5,640
-29% -$140K ﹤0.01% 1692
2022
Q2 		$395K Sell
19,330
-1,175
-6% -$29K ﹤0.01% 1542
2022
Q1 		$623K Buy
20,505
+1,175
+6% +$45.9K ﹤0.01% 1437
2021
Q4 		$791K Buy
+19,330
New +$804K ﹤0.01% 1361
2019
Q2 		– Sell
-4,851
Closed -$257K – 1415
2019
Q1 		$257K Buy
4,851
+373
+8% +$21.4K ﹤0.01% 1280
2018
Q4 		$264K Sell
4,478
-1,480
-25% -$81.7K ﹤0.01% 1232
2018
Q3 		$325K Buy
5,958
+558
+10% +$30.8K ﹤0.01% 1252
2018
Q2 		$290K Hold
5,400
– – ﹤0.01% 1219
2018
Q1 		$263K Buy
+5,400
New +$229K ﹤0.01% 1090

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 $2.28B AUM 11.7% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 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
ACM
Alua Capital Management New York $915M AUM 8.41% 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
BCM
Bronte Capital Management Bondi Junction, Australia $928M AUM 47.99% 1-Year Est. Return