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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACM

Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM

Bronte Capital Management Bondi Junction, Australia $931M AUM 47.97% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HLF Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Herbalife (HLF) in Q4 2022, closing a stake of 13,690 shares — an estimated $272K sold.

JP Morgan Private Wealth Advisors first reported a position in HLF in Q1 2018 and held it in 9 quarters. The position peaked at $791K in Q4 2021. 216 funds tracked by Wall St. Rank hold HLF as of Q4 2022.

JP Morgan Private Wealth Advisors reported no remaining Herbalife position as of Q4 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 13,690 Herbalife shares in Q4 2022, an estimated $272K.
JP Morgan Private Wealth Advisors first reported a position in Herbalife in Q1 2018 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Herbalife position peaked at $791K in Q4 2021.
216 funds tracked by Wall St. Rank held Herbalife as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.