Mackenzie Financial
HLF icon

Mackenzie Financial’s Herbalife HLF Stock Holding History

Mackenzie 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
2025
Q2 		– Sell
-180,520
Closed -$1.56M – 1756
2025
Q1 		$1.56M Buy
180,520
+37,003
+26% +$263K ﹤0.01% 852
2024
Q4 		$960K Buy
+143,517
New +$1.07M ﹤0.01% 949
2024
Q1 		– Sell
-15,116
Closed -$231K – 1563
2023
Q4 		$231K Hold
15,116
– – ﹤0.01% 1268
2023
Q3 		$199K Sell
15,116
-2,853
-16% -$43.1K ﹤0.01% 1278
2023
Q2 		$251K Buy
17,969
+5,527
+44% +$75.2K ﹤0.01% 1240
2023
Q1 		$200K Buy
+12,442
New +$220K ﹤0.01% 1346
2021
Q3 		– Sell
-21,200
Closed -$1.12M – 1453
2021
Q2 		$1.12M Sell
21,200
-142,600
-87% -$7.09M ﹤0.01% 844
2021
Q1 		$7.27M Buy
163,800
+117,200
+252% +$5.78M 0.01% 473
2020
Q4 		$2.24M Sell
46,600
-4,480
-9% -$216K ﹤0.01% 583
2020
Q3 		$2.38M Buy
51,080
+1,000
+2% +$49.1K 0.01% 524
2020
Q2 		$2.25M Buy
+50,080
New +$1.94M 0.01% 535
2020
Q1 		– Sell
-4,661
Closed -$222K – 1115
2019
Q4 		$222K Buy
+4,661
New +$202K ﹤0.01% 1017
2019
Q3 		– Sell
-7,597
Closed -$325K – 1044
2019
Q2 		$325K Sell
7,597
-113,203
-94% -$5.36M ﹤0.01% 944
2019
Q1 		$6.4M Buy
120,800
+109,591
+978% +$6.29M 0.02% 461
2018
Q4 		$661K Buy
11,209
+7,140
+175% +$394K ﹤0.01% 878
2018
Q3 		$222K Buy
+4,069
New +$225K ﹤0.01% 1052

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 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
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return