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Steward Financial Group’s Herbalife HLF Stock Holding History

Steward Financial Group’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
Q3 		$0 Buy
+62
New +$938 ﹤0.01% 1417
2023
Q2 		– Sell
-47
Closed – – 703
2023
Q1 		$0 Buy
47
+24
+104% +$424 ﹤0.01% 809
2022
Q4 		$0 Buy
+23
New +$401 ﹤0.01% 656

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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

Steward Financial Group's HLF Position: Q3 2023 in Review

Steward Financial Group opened a new position in Herbalife (HLF) in Q3 2023: 62 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1417 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HLF as recently as Q1 2023.

Steward Financial Group first reported a position in HLF in Q4 2022 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold HLF as of Q3 2023.

  • Steward Financial Group held 62 shares of Herbalife worth $0 as of Q3 2023.
  • Herbalife was a new Steward Financial Group position in Q3 2023.
  • Herbalife made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1417 holding.
  • Steward Financial Group first reported a position in Herbalife in Q4 2022 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held Herbalife as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.