OPS
HLF icon

Orion Portfolio Solutions’s Herbalife HLF Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-8
Closed – – 1118
2020
Q2 		$0 Buy
+8
New +$311 ﹤0.01% 2302
2020
Q1 		– Sell
-8
Closed – – 2064
2019
Q4 		$0 Buy
+8
New +$346 ﹤0.01% 1858

Other funds holding HLF

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Bronte Capital Management Bondi Junction, Australia $1.01B AUM 47.99% 1-Year Est. Return

Orion Portfolio Solutions's HLF Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Herbalife (HLF) in Q3 2020, closing a stake of 8 shares.

Orion Portfolio Solutions first reported a position in HLF in Q4 2019 and held it in 2 quarters. The position peaked at $0 in Q2 2020. 229 funds tracked by Wall St. Rank hold HLF as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Herbalife position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 8 Herbalife shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in Herbalife in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Herbalife position peaked at $0 in Q2 2020.
  • 229 funds tracked by Wall St. Rank held Herbalife as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.