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Westside Investment Management’s Herbalife HLF Stock Holding History

Westside Investment 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
2018
Q4 		$35.4K Hold
600
– – 0.01% 328
2018
Q3 		$32.9K Hold
600
– – 0.01% 293
2018
Q2 		$32K Hold
600
– – 0.01% 338
2018
Q1 		$29.2K Hold
600
– – 0.02% 329
2017
Q4 		$20.9K Hold
600
– – 0.01% 404
2017
Q3 		$23.1K Hold
600
– – 0.01% 364
2017
Q2 		$21.8K Hold
600
– – 0.01% 368
2017
Q1 		$17.3K Buy
+600
New +$16.7K 0.01% 380

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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 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
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Westside Investment Management's HLF Position: Q4 2018 in Review

Westside Investment Management held its Herbalife (HLF) position steady in Q4 2018 at 600 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #328.

Westside Investment Management first reported a position in HLF in Q1 2017 and has held it in 8 quarters since. 253 funds tracked by Wall St. Rank hold HLF as of Q4 2018.

  • Westside Investment Management held 600 shares of Herbalife worth $35.4K as of Q4 2018.
  • Westside Investment Management left its Herbalife share count unchanged in Q4 2018.
  • Herbalife made up 0.01% of Westside Investment Management's portfolio in Q4 2018, its #328 holding.
  • Westside Investment Management first reported a position in Herbalife in Q1 2017 and has held it in 8 quarters since.
  • 253 funds tracked by Wall St. Rank held Herbalife as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.