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Riverview Trust Company’s Herbalife HLF Stock Holding History

Riverview Trust Company’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
2023
Q2 		– Sell
-984
Closed -$15.8K – 715
2023
Q1 		$15.8K Hold
984
– – 0.01% 441
2022
Q4 		$15K Buy
+984
New +$17.1K 0.01% 427
2022
Q2 		– Sell
-397
Closed -$12K – 779
2022
Q1 		$12K Buy
+397
New +$15.5K 0.01% 695

Other funds holding HLF

ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Bronte Capital Management Bondi Junction, Australia $931M AUM 47.97% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Riverview Trust Company's HLF Position: Q2 2023 in Review

Riverview Trust Company sold out of Herbalife (HLF) in Q2 2023, closing a stake of 984 shares — an estimated $15.8K sold.

Riverview Trust Company first reported a position in HLF in Q1 2022 and held it in 3 quarters. The position peaked at $15.8K in Q1 2023. 192 funds tracked by Wall St. Rank hold HLF as of Q2 2023.

  • Riverview Trust Company reported no remaining Herbalife position as of Q2 2023 after selling out during the quarter.
  • Riverview Trust Company sold 984 Herbalife shares in Q2 2023, an estimated $15.8K.
  • Riverview Trust Company first reported a position in Herbalife in Q1 2022 and held it in 3 quarters.
  • Riverview Trust Company's Herbalife position peaked at $15.8K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held Herbalife as of Q2 2023.

Based on Riverview Trust Company's 13F filing for Q2 2023, filed 18 Jul 2023.