Loomis, Sayles & Company
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Loomis, Sayles & Company’s Herbalife HLF Stock Holding History

Loomis, Sayles & Company’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
-62
Closed -$1K – 915
2022
Q3 		$1K Hold
62
– – ﹤0.01% 903
2022
Q2 		$1K Sell
62
-84
-58% -$2.08K ﹤0.01% 930
2022
Q1 		$4K Buy
+146
New +$5.71K ﹤0.01% 813
2021
Q4 		– Sell
-205
Closed -$9K – 825
2021
Q3 		$9K Hold
205
– – ﹤0.01% 833
2021
Q2 		$11K Buy
+205
New +$10.2K ﹤0.01% 751
2019
Q2 		– Sell
-275
Closed -$15K – 647
2019
Q1 		$15K Sell
275
-148
-35% -$8.5K ﹤0.01% 690
2018
Q4 		$25K Sell
423
-28
-6% -$1.55K ﹤0.01% 643
2018
Q3 		$25K Buy
+451
New +$24.9K ﹤0.01% 713
2018
Q1 		– Sell
-814
Closed -$28K – 897
2017
Q4 		$28K Buy
+814
New +$28.5K ﹤0.01% 720
2017
Q3 		– Sell
-318
Closed -$11K – 944
2017
Q2 		$11K Sell
318
-222
-41% -$7.48K ﹤0.01% 794
2017
Q1 		$16K Sell
540
-198
-27% -$5.51K ﹤0.01% 785
2016
Q4 		$18K Buy
738
+574
+350% +$15.7K ﹤0.01% 798
2016
Q3 		$5K Sell
164
-186
-53% -$5.87K ﹤0.01% 871
2016
Q2 		$10K Buy
+350
New +$10.5K ﹤0.01% 753

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
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

Loomis, Sayles & Company's HLF Position: Q4 2022 in Review

Loomis, Sayles & Company sold out of Herbalife (HLF) in Q4 2022, closing a stake of 62 shares — an estimated $1K sold.

Loomis, Sayles & Company first reported a position in HLF in Q2 2016 and held it in 14 quarters. The position peaked at $28K in Q4 2017. 216 funds tracked by Wall St. Rank hold HLF as of Q4 2022.

  • Loomis, Sayles & Company reported no remaining Herbalife position as of Q4 2022 after selling out during the quarter.
  • Loomis, Sayles & Company sold 62 Herbalife shares in Q4 2022, an estimated $1K.
  • Loomis, Sayles & Company first reported a position in Herbalife in Q2 2016 and held it in 14 quarters.
  • Loomis, Sayles & Company's Herbalife position peaked at $28K in Q4 2017.
  • 216 funds tracked by Wall St. Rank held Herbalife as of Q4 2022.

Based on Loomis, Sayles & Company's 13F filing for Q4 2022, filed 10 Feb 2023.