Wedge Capital Management’s Herbalife HLF Stock Holding History

Wedge Capital Management’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 Q1	–	Sell	-4,903	Closed	-$201K	–	433
2021 Q4	$201K	Buy	+4,903	New	+$204K	﹤0.01%	397
2021 Q3	–	Sell	-3,862	Closed	-$204K	–	412
2021 Q2	$204K	Buy	+3,862	New	+$192K	﹤0.01%	380
2021 Q1	–	Sell	-6,308	Closed	-$303K	–	556
2020 Q4	$303K	Sell	6,308 -2,125	-25%	-$103K	﹤0.01%	466
2020 Q3	$393K	Buy	8,433 +1,173	+16%	+$57.6K	0.01%	407
2020 Q2	$327K	Buy	+7,260	New	+$282K	﹤0.01%	408

Other funds holding HLF

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

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wedge Capital Management's HLF Position: Q1 2022 in Review

Wedge Capital Management sold out of Herbalife (HLF) in Q1 2022, closing a stake of 4,903 shares — an estimated $201K sold.

Wedge Capital Management first reported a position in HLF in Q2 2020 and held it in 5 quarters. The position peaked at $393K in Q3 2020. 229 funds tracked by Wall St. Rank hold HLF as of Q1 2022.

Wedge Capital Management reported no remaining Herbalife position as of Q1 2022 after selling out during the quarter.
Wedge Capital Management sold 4,903 Herbalife shares in Q1 2022, an estimated $201K.
Wedge Capital Management first reported a position in Herbalife in Q2 2020 and held it in 5 quarters.
Wedge Capital Management's Herbalife position peaked at $393K in Q3 2020.
229 funds tracked by Wall St. Rank held Herbalife as of Q1 2022.

Based on Wedge Capital Management's 13F filing for Q1 2022, filed 12 Apr 2022.