Kula Investments’s Herbalife HLF Stock Holding History

Kula 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
2023 Q1	–	Sell	-56,820	Closed	-$845K	–	718
2022 Q4	$845K	Buy	+56,820	New	+$989K	0.25%	82

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 $2.35B AUM 11.7% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Bronte Capital Management Bondi Junction, Australia $1.01B AUM 47.99% 1-Year Est. Return

ACM

Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

Kula Investments's HLF Position: Q1 2023 in Review

Kula Investments sold out of Herbalife (HLF) in Q1 2023, closing a stake of 56,820 shares — an estimated $845K sold.

Kula Investments first reported a position in HLF in Q4 2022 and held it in 1 quarter. The position peaked at $845K in Q4 2022. 210 funds tracked by Wall St. Rank hold HLF as of Q1 2023.

Kula Investments reported no remaining Herbalife position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 56,820 Herbalife shares in Q1 2023, an estimated $845K.
Kula Investments first reported a position in Herbalife in Q4 2022 and held it in 1 quarter.
Kula Investments's Herbalife position peaked at $845K in Q4 2022.
210 funds tracked by Wall St. Rank held Herbalife as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.