NYLIM
HLF icon

New York Life Investment Management’s Herbalife HLF Stock Holding History

New York Life Investment Management’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
Q1 		– Sell
-21,450
Closed -$327K – 1417
2023
Q4 		$327K Sell
21,450
-665
-3% -$9.18K ﹤0.01% 1163
2023
Q3 		$309K Sell
22,115
-3,483
-14% -$52.7K ﹤0.01% 1125
2023
Q2 		$339K Sell
25,598
-3,818
-13% -$52K ﹤0.01% 1188
2023
Q1 		$474K Buy
+29,416
New +$520K 0.01% 1029

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

New York Life Investment Management's HLF Position: Q1 2024 in Review

New York Life Investment Management sold out of Herbalife (HLF) in Q1 2024, closing a stake of 21,450 shares — an estimated $327K sold.

New York Life Investment Management first reported a position in HLF in Q1 2023 and held it in 4 quarters. The position peaked at $474K in Q1 2023. 185 funds tracked by Wall St. Rank hold HLF as of Q1 2024.

  • New York Life Investment Management reported no remaining Herbalife position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 21,450 Herbalife shares in Q1 2024, an estimated $327K.
  • New York Life Investment Management first reported a position in Herbalife in Q1 2023 and held it in 4 quarters.
  • New York Life Investment Management's Herbalife position peaked at $474K in Q1 2023.
  • 185 funds tracked by Wall St. Rank held Herbalife as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.