Truist Financial
HLF icon

Truist Financial’s Herbalife HLF Stock Holding History

Truist 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
2021
Q4 		– Sell
-8,062
Closed -$342K – 2790
2021
Q3 		$342K Sell
8,062
-1,758
-18% -$86.9K ﹤0.01% 2248
2021
Q2 		$518K Buy
9,820
+29
+0.3% +$1.44K ﹤0.01% 2022
2021
Q1 		$434K Sell
9,791
-8,979
-48% -$443K ﹤0.01% 2059
2020
Q4 		$902K Sell
18,770
-3,985
-18% -$192K ﹤0.01% 1529
2020
Q3 		$1.06M Sell
22,755
-20,939
-48% -$1.03M ﹤0.01% 1339
2020
Q2 		$1.97M Buy
+43,694
New +$1.7M ﹤0.01% 1037

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial's HLF Position: Q4 2021 in Review

Truist Financial sold out of Herbalife (HLF) in Q4 2021, closing a stake of 8,062 shares — an estimated $342K sold.

Truist Financial first reported a position in HLF in Q2 2020 and held it in 6 quarters. The position peaked at $1.97M in Q2 2020. 245 funds tracked by Wall St. Rank hold HLF as of Q4 2021.

  • Truist Financial reported no remaining Herbalife position as of Q4 2021 after selling out during the quarter.
  • Truist Financial sold 8,062 Herbalife shares in Q4 2021, an estimated $342K.
  • Truist Financial first reported a position in Herbalife in Q2 2020 and held it in 6 quarters.
  • Truist Financial's Herbalife position peaked at $1.97M in Q2 2020.
  • 245 funds tracked by Wall St. Rank held Herbalife as of Q4 2021.

Based on Truist Financial's 13F filing for Q4 2021, filed 14 Feb 2022.