LPL Financial
HLF icon

LPL Financial’s Herbalife HLF Stock Holding History

LPL Financial’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
Q4 		– Sell
-15,264
Closed -$110K – 5356
2024
Q3 		$110K Sell
15,264
-843
-5% -$7.76K ﹤0.01% 4879
2024
Q2 		$167K Buy
+16,107
New +$161K ﹤0.01% 4621
2021
Q4 		– Sell
-33,343
Closed -$1.41M – 4391
2021
Q3 		$1.41M Buy
33,343
+9,422
+39% +$466K ﹤0.01% 2329
2021
Q2 		$1.26M Buy
+23,921
New +$1.19M ﹤0.01% 2370
2014
Q2 		– Sell
-20,070
Closed -$575K – 2714
2014
Q1 		$575K Sell
20,070
-28,772
-59% -$950K ﹤0.01% 1638
2013
Q4 		$1.92M Buy
+48,842
New +$1.69M 0.01% 843

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

LPL Financial's HLF Position: Q4 2024 in Review

LPL Financial sold out of Herbalife (HLF) in Q4 2024, closing a stake of 15,264 shares — an estimated $110K sold.

LPL Financial first reported a position in HLF in Q4 2013 and held it in 6 quarters. The position peaked at $1.92M in Q4 2013. 199 funds tracked by Wall St. Rank hold HLF as of Q4 2024.

  • LPL Financial reported no remaining Herbalife position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 15,264 Herbalife shares in Q4 2024, an estimated $110K.
  • LPL Financial first reported a position in Herbalife in Q4 2013 and held it in 6 quarters.
  • LPL Financial's Herbalife position peaked at $1.92M in Q4 2013.
  • 199 funds tracked by Wall St. Rank held Herbalife as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.