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Weld Capital Management’s Herbalife HLF Stock Holding History

Weld 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
2021
Q1 		– Sell
-45,312
Closed -$2.18M – 420
2020
Q4 		$2.18M Buy
45,312
+8,519
+23% +$411K 0.86% 5
2020
Q3 		$1.72M Buy
36,793
+15,678
+74% +$770K 0.68% 16
2020
Q2 		$950K Buy
+21,115
New +$820K 0.37% 78
2019
Q3 		– Sell
-37,136
Closed -$1.59M – 861
2019
Q2 		$1.59M Buy
37,136
+2,233
+6% +$106K 0.29% 84
2019
Q1 		$1.85M Buy
+34,903
New +$2M 0.34% 60

Other funds holding HLF

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 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
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

Weld Capital Management's HLF Position: Q1 2021 in Review

Weld Capital Management sold out of Herbalife (HLF) in Q1 2021, closing a stake of 45,312 shares — an estimated $2.18M sold.

Weld Capital Management first reported a position in HLF in Q1 2019 and held it in 5 quarters. The position peaked at $2.18M in Q4 2020. 244 funds tracked by Wall St. Rank hold HLF as of Q1 2021.

  • Weld Capital Management reported no remaining Herbalife position as of Q1 2021 after selling out during the quarter.
  • Weld Capital Management sold 45,312 Herbalife shares in Q1 2021, an estimated $2.18M.
  • Weld Capital Management first reported a position in Herbalife in Q1 2019 and held it in 5 quarters.
  • Weld Capital Management's Herbalife position peaked at $2.18M in Q4 2020.
  • 244 funds tracked by Wall St. Rank held Herbalife as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.