Stifel Financial
HLF icon

Stifel Financial’s Herbalife HLF Stock Holding History

Stifel Financial’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
Q2 		– Sell
-7,315
Closed -$213K – 2891
2020
Q1 		$213K Buy
+7,315
New +$272K ﹤0.01% 2401
2019
Q3 		– Sell
-5,689
Closed -$243K – 2895
2019
Q2 		$243K Sell
5,689
-10,760
-65% -$509K ﹤0.01% 2611
2019
Q1 		$871K Buy
16,449
+4,277
+35% +$246K ﹤0.01% 1742
2018
Q4 		$717K Buy
12,172
+2,467
+25% +$136K ﹤0.01% 1740
2018
Q3 		$534K Buy
+9,705
New +$536K ﹤0.01% 2056
2014
Q3 		– Sell
-9,290
Closed -$300K – 2266
2014
Q2 		$300K Buy
9,290
+492
+6% +$15.1K ﹤0.01% 1781
2014
Q1 		$251K Buy
+8,798
New +$291K ﹤0.01% 1816

Other funds holding HLF

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCM
Bronte Capital Management Bondi Junction, Australia $931M AUM 47.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Stifel Financial's HLF Position: Q2 2020 in Review

Stifel Financial sold out of Herbalife (HLF) in Q2 2020, closing a stake of 7,315 shares — an estimated $213K sold.

Stifel Financial first reported a position in HLF in Q1 2014 and held it in 7 quarters. The position peaked at $871K in Q1 2019. 211 funds tracked by Wall St. Rank hold HLF as of Q2 2020.

  • Stifel Financial reported no remaining Herbalife position as of Q2 2020 after selling out during the quarter.
  • Stifel Financial sold 7,315 Herbalife shares in Q2 2020, an estimated $213K.
  • Stifel Financial first reported a position in Herbalife in Q1 2014 and held it in 7 quarters.
  • Stifel Financial's Herbalife position peaked at $871K in Q1 2019.
  • 211 funds tracked by Wall St. Rank held Herbalife as of Q2 2020.

Based on Stifel Financial's 13F filing for Q2 2020, filed 14 Aug 2020.