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 $8.55B AUM 29.29% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bronte Capital Management Bondi Junction, Australia $928M AUM 47.99% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return