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Principal Securities’s Herbalife HLF Stock Holding History

Principal Securities’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
Q3 		– Sell
-37
Closed -$384 – 3484
2024
Q2 		$384 Buy
+37
New +$370 ﹤0.01% 3237

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 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
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Securities's HLF Position: Q3 2024 in Review

Principal Securities sold out of Herbalife (HLF) in Q3 2024, closing a stake of 37 shares — an estimated $384 sold.

Principal Securities first reported a position in HLF in Q2 2024 and held it in 1 quarter. The position peaked at $384 in Q2 2024. 187 funds tracked by Wall St. Rank hold HLF as of Q3 2024.

  • Principal Securities reported no remaining Herbalife position as of Q3 2024 after selling out during the quarter.
  • Principal Securities sold 37 Herbalife shares in Q3 2024, an estimated $384.
  • Principal Securities first reported a position in Herbalife in Q2 2024 and held it in 1 quarter.
  • Principal Securities's Herbalife position peaked at $384 in Q2 2024.
  • 187 funds tracked by Wall St. Rank held Herbalife as of Q3 2024.

Based on Principal Securities's 13F filing for Q3 2024, filed 28 Oct 2024.