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Old West Investment Management’s Herbalife HLF Stock Holding History

Old West 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
2015
Q2 		– Sell
-31,276
Closed -$668K – 77
2015
Q1 		$668K Buy
31,276
+7,308
+30% +$125K 0.45% 56
2014
Q4 		$451K Sell
23,968
-2,234
-9% -$47.8K 0.28% 68
2014
Q3 		$573K Buy
26,202
+568
+2% +$15.2K 0.36% 61
2014
Q2 		$827K Buy
25,634
+452
+2% +$13.9K 0.49% 53
2014
Q1 		$721K Buy
+25,182
New +$832K 0.45% 54

Other funds holding HLF

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Old West Investment Management's HLF Position: Q2 2015 in Review

Old West Investment Management sold out of Herbalife (HLF) in Q2 2015, closing a stake of 31,276 shares — an estimated $668K sold.

Old West Investment Management first reported a position in HLF in Q1 2014 and held it in 5 quarters. The position peaked at $827K in Q2 2014. 212 funds tracked by Wall St. Rank hold HLF as of Q2 2015.

  • Old West Investment Management reported no remaining Herbalife position as of Q2 2015 after selling out during the quarter.
  • Old West Investment Management sold 31,276 Herbalife shares in Q2 2015, an estimated $668K.
  • Old West Investment Management first reported a position in Herbalife in Q1 2014 and held it in 5 quarters.
  • Old West Investment Management's Herbalife position peaked at $827K in Q2 2014.
  • 212 funds tracked by Wall St. Rank held Herbalife as of Q2 2015.

Based on Old West Investment Management's 13F filing for Q2 2015, filed 14 Aug 2015.