William E. Oberndorf’s Herbalife HLF Stock Holding History

William E. Oberndorf’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
2020 Q2	–	Sell	-195,922	Closed	-$5.71M	–	7
2020 Q1	$5.71M	Hold	195,922	–	–	4.03%	5
2019 Q4	$9.34M	Hold	195,922	–	–	5.14%	4
2019 Q3	$7.42M	Buy	195,922 +178,287	+1,011%	+$6.96M	4%	4
2019 Q2	$754K	Hold	17,635	–	–	0.37%	8
2019 Q1	$934K	Hold	17,635	–	–	0.51%	7
2018 Q4	$1.04M	Sell	17,635 -163,685	-90%	-$9.04M	0.66%	8
2018 Q3	$9.89M	Hold	181,320	–	–	5.71%	4
2018 Q2	$9.74M	Hold	181,320	–	–	8.12%	3
2018 Q1	$8.84M	Sell	181,320 -210,000	-54%	-$8.91M	8.2%	3
2017 Q4	$13.3M	Hold	391,320	–	–	10.81%	3
2017 Q3	$13.3M	Buy	391,320 +101,320	+35%	+$3.47M	10.43%	3
2017 Q2	$10.3M	Hold	290,000	–	–	10.54%	3
2017 Q1	$8.43M	Hold	290,000	–	–	9.43%	4
2016 Q4	$6.98M	Hold	290,000	–	–	8.28%	5
2016 Q3	$8.99M	Buy	+290,000	New	+$9.16M	17.58%	3
2016 Q2	–	Sell	-224,000	Closed	-$6.89M	–	5
2016 Q1	$6.89M	Buy	+224,000	New	+$5.78M	16.5%	4

Other funds holding HLF

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DVI

Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

William E. Oberndorf's HLF Position: Q2 2020 in Review

William E. Oberndorf sold out of Herbalife (HLF) in Q2 2020, closing a stake of 195,922 shares — an estimated $5.71M sold.

William E. Oberndorf first reported a position in HLF in Q1 2016 and held it in 16 quarters. The position peaked at $13.3M in Q3 2017. 211 funds tracked by Wall St. Rank hold HLF as of Q2 2020.

William E. Oberndorf reported no remaining Herbalife position as of Q2 2020 after selling out during the quarter.
William E. Oberndorf sold 195,922 Herbalife shares in Q2 2020, an estimated $5.71M.
William E. Oberndorf first reported a position in Herbalife in Q1 2016 and held it in 16 quarters.
William E. Oberndorf's Herbalife position peaked at $13.3M in Q3 2017.
211 funds tracked by Wall St. Rank held Herbalife as of Q2 2020.

Based on William E. Oberndorf's 13F filing for Q2 2020, filed 13 Aug 2020.