WWM
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Willingdon Wealth Management’s Herbalife HLF Stock Holding History

Willingdon Wealth 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
2019
Q4 		– Sell
-14
Closed -$1K – 451
2019
Q3 		$1K Buy
+14
New +$547 ﹤0.01% 419

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
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Willingdon Wealth Management's HLF Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Herbalife (HLF) in Q4 2019, closing a stake of 14 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in HLF in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 215 funds tracked by Wall St. Rank hold HLF as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Herbalife position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 14 Herbalife shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Herbalife in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Herbalife position peaked at $1K in Q3 2019.
  • 215 funds tracked by Wall St. Rank held Herbalife as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.