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Point View Wealth Management’s Herbalife HLF Stock Holding History

Point View Wealth 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
2020
Q4 		$636K Sell
13,235
-220
-2% -$10.6K 0.26% 127
2020
Q3 		$628K Sell
13,455
-15
-0.1% -$736 0.3% 110
2020
Q2 		$606K Sell
13,470
-83
-0.6% -$3.22K 0.29% 111
2020
Q1 		$395K Hold
13,553
– – 0.22% 144
2019
Q4 		$646K Sell
13,553
-400
-3% -$17.3K 0.27% 127
2019
Q3 		$528K Sell
13,953
-380
-3% -$14.8K 0.24% 134
2019
Q2 		$613K Hold
14,333
– – 0.26% 128
2019
Q1 		$760K Sell
14,333
-424
-3% -$24.4K 0.34% 105
2018
Q4 		$870K Sell
14,757
-529
-3% -$29.2K 0.44% 79
2018
Q3 		$834K Sell
15,286
-106
-0.7% -$5.86K 0.37% 91
2018
Q2 		$827K Sell
15,392
-1,034
-6% -$54.4K 0.38% 92
2018
Q1 		$801K Sell
16,426
-416
-2% -$17.7K 0.38% 90
2017
Q4 		$570K Sell
16,842
-1,234
-7% -$43.2K 0.27% 132
2017
Q3 		$614K Sell
18,076
-1,802
-9% -$61.7K 0.29% 125
2017
Q2 		$709K Sell
19,878
-420
-2% -$14.2K 0.35% 106
2017
Q1 		$590K Buy
20,298
+1,344
+7% +$37.4K 0.3% 114
2016
Q4 		$456K Sell
18,954
-820
-4% -$22.4K 0.26% 136
2016
Q3 		$613K Sell
19,774
-340
-2% -$10.7K 0.36% 105
2016
Q2 		$589K Sell
20,114
-82
-0.4% -$2.45K 0.36% 104
2016
Q1 		$622K Sell
20,196
-1,336
-6% -$34.5K 0.4% 91
2015
Q4 		$577K Sell
21,532
-1,900
-8% -$52.8K 0.42% 89
2015
Q3 		$639K Sell
23,432
-1,060
-4% -$29K 0.51% 75
2015
Q2 		$675K Sell
24,492
-1,302
-5% -$31.5K 0.52% 69
2015
Q1 		$551K Sell
25,794
-3,870
-13% -$66.1K 0.43% 86
2014
Q4 		$559K Buy
29,664
+3,774
+15% +$80.8K 0.42% 81
2014
Q3 		$566K Buy
25,890
+16,144
+166% +$431K 0.48% 75
2014
Q2 		$315K Buy
+9,746
New +$299K 0.27% 128

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

Point View Wealth Management's HLF Position: Q4 2020 in Review

Point View Wealth Management reduced its Herbalife (HLF) stake by 1.6% in Q4 2020, selling an estimated $10.6K and leaving 13,235 shares worth $636K. The position accounts for 0.26% of the portfolio, ranked #127.

Point View Wealth Management first reported a position in HLF in Q2 2014 and has held it in 27 quarters since. The position peaked at $870K in Q4 2018. 253 funds tracked by Wall St. Rank hold HLF as of Q4 2020.

  • Point View Wealth Management held 13,235 shares of Herbalife worth $636K as of Q4 2020.
  • Point View Wealth Management sold 220 Herbalife shares in Q4 2020, an estimated $10.6K.
  • Herbalife made up 0.26% of Point View Wealth Management's portfolio in Q4 2020, its #127 holding.
  • Point View Wealth Management first reported a position in Herbalife in Q2 2014 and has held it in 27 quarters since.
  • Point View Wealth Management's Herbalife position peaked at $870K in Q4 2018.
  • 253 funds tracked by Wall St. Rank held Herbalife as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.