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Winfield Associates’s Herbalife HLF Stock Holding History

Winfield Associates’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
Q1 		– Sell
-20
Closed -$1K – 342
2017
Q4 		$1K Hold
20
– – ﹤0.01% 759
2017
Q3 		$1K Hold
20
– – ﹤0.01% 690
2017
Q2 		$1K Hold
20
– – ﹤0.01% 783
2017
Q1 		$1K Hold
20
– – ﹤0.01% 666
2016
Q4 		$0 Hold
20
– – ﹤0.01% 756
2016
Q3 		$1K Hold
20
– – ﹤0.01% 618
2016
Q2 		$1K Hold
20
– – ﹤0.01% 613
2016
Q1 		$1K Buy
+20
New +$516 ﹤0.01% 589

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Winfield Associates's HLF Position: Q1 2018 in Review

Winfield Associates sold out of Herbalife (HLF) in Q1 2018, closing a stake of 20 shares — an estimated $1K sold.

Winfield Associates first reported a position in HLF in Q1 2016 and held it in 8 quarters. The position peaked at $1K in Q4 2017. 206 funds tracked by Wall St. Rank hold HLF as of Q1 2018.

  • Winfield Associates reported no remaining Herbalife position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 20 Herbalife shares in Q1 2018, an estimated $1K.
  • Winfield Associates first reported a position in Herbalife in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Herbalife position peaked at $1K in Q4 2017.
  • 206 funds tracked by Wall St. Rank held Herbalife as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.