MassMutual Private Wealth & Trust’s Herbalife HLF Stock Holding History

MassMutual Private Wealth & Trust’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	-70	Closed	-$1K	–	1723
2022 Q3	$1K	Buy	+70	New	+$1.73K	﹤0.01%	1439
2022 Q2	–	Sell	-75	Closed	-$2K	–	1593
2022 Q1	$2K	Buy	75 +58	+341%	+$2.27K	﹤0.01%	1156
2021 Q4	$1K	Buy	+17	New	+$707	﹤0.01%	1224

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

MassMutual Private Wealth & Trust's HLF Position: Q4 2022 in Review

MassMutual Private Wealth & Trust sold out of Herbalife (HLF) in Q4 2022, closing a stake of 70 shares — an estimated $1K sold.

MassMutual Private Wealth & Trust first reported a position in HLF in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 216 funds tracked by Wall St. Rank hold HLF as of Q4 2022.

MassMutual Private Wealth & Trust reported no remaining Herbalife position as of Q4 2022 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 70 Herbalife shares in Q4 2022, an estimated $1K.
MassMutual Private Wealth & Trust first reported a position in Herbalife in Q4 2021 and held it in 3 quarters.
MassMutual Private Wealth & Trust's Herbalife position peaked at $2K in Q1 2022.
216 funds tracked by Wall St. Rank held Herbalife as of Q4 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2022, filed 6 Jan 2023.