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Surevest’s Herbalife HLF Stock Holding History

Surevest’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
2022
Q3 		$16K Hold
800
– – ﹤0.01% 258
2022
Q2 		$16K Hold
800
– – ﹤0.01% 278
2022
Q1 		$24K Hold
800
– – 0.01% 228
2021
Q4 		$33K Buy
+800
New +$33.3K 0.01% 207

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 $2.35B AUM 11.7% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Bronte Capital Management Bondi Junction, Australia $1.01B AUM 47.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Surevest's HLF Position: Q3 2022 in Review

Surevest held its Herbalife (HLF) position steady in Q3 2022 at 800 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Surevest first reported a position in HLF in Q4 2021 and has held it in 4 quarters since. The position peaked at $33K in Q4 2021. 201 funds tracked by Wall St. Rank hold HLF as of Q3 2022.

  • Surevest held 800 shares of Herbalife worth $16K as of Q3 2022.
  • Surevest left its Herbalife share count unchanged in Q3 2022.
  • Herbalife made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #258 holding.
  • Surevest first reported a position in Herbalife in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Herbalife position peaked at $33K in Q4 2021.
  • 201 funds tracked by Wall St. Rank held Herbalife as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.