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Plato Investment Management’s Herbalife HLF Stock Holding History

Plato 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
Q2 		– Sell
-1,530
Closed -$15.4K – 506
2024
Q1 		$15.4K Hold
1,530
– – ﹤0.01% 423
2023
Q4 		$23.3K Buy
+1,530
New +$21.1K 0.03% 303

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 $10.1B AUM 10.46% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Plato Investment Management's HLF Position: Q2 2024 in Review

Plato Investment Management sold out of Herbalife (HLF) in Q2 2024, closing a stake of 1,530 shares — an estimated $15.4K sold.

Plato Investment Management first reported a position in HLF in Q4 2023 and held it in 2 quarters. The position peaked at $23.3K in Q4 2023. 180 funds tracked by Wall St. Rank hold HLF as of Q2 2024.

  • Plato Investment Management reported no remaining Herbalife position as of Q2 2024 after selling out during the quarter.
  • Plato Investment Management sold 1,530 Herbalife shares in Q2 2024, an estimated $15.4K.
  • Plato Investment Management first reported a position in Herbalife in Q4 2023 and held it in 2 quarters.
  • Plato Investment Management's Herbalife position peaked at $23.3K in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Herbalife as of Q2 2024.

Based on Plato Investment Management's 13F filing for Q2 2024, filed 9 Aug 2024.