ZIM
HLF icon

Zacks Investment Management’s Herbalife HLF Stock Holding History

Zacks 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
2025
Q3 		– Sell
-142,327
Closed -$1.23M – 796
2025
Q2 		$1.23M Buy
+142,327
New +$1.06M 0.01% 381
2021
Q2 		– Sell
-41,931
Closed -$1.86M – 586
2021
Q1 		$1.86M Buy
41,931
+6,063
+17% +$299K 0.03% 292
2020
Q4 		$1.72M Buy
35,868
+1,443
+4% +$69.6K 0.03% 287
2020
Q3 		$1.61M Buy
34,425
+8,162
+31% +$401K 0.03% 256
2020
Q2 		$1.18M Buy
+26,263
New +$1.02M 0.03% 275
2019
Q2 		– Sell
-53,486
Closed -$2.83M – 571
2019
Q1 		$2.83M Buy
53,486
+15,087
+39% +$867K 0.06% 200
2018
Q4 		$2.26M Sell
38,399
-48,395
-56% -$2.67M 0.05% 212
2018
Q3 		$4.74M Buy
86,794
+54,157
+166% +$2.99M 0.1% 158
2018
Q2 		$1.75M Buy
+32,637
New +$1.72M 0.04% 308
2014
Q4 		– Sell
-10,706
Closed -$234K – 679
2014
Q3 		$234K Buy
+10,706
New +$286K 0.01% 605
2014
Q2 		– Sell
-13,054
Closed -$374K – 697
2014
Q1 		$374K Buy
+13,054
New +$431K 0.01% 491
2013
Q4 		– Sell
-17,058
Closed -$595K – 697
2013
Q3 		$595K Sell
17,058
-464
-3% -$14.3K 0.03% 299
2013
Q2 		$395K Buy
+17,522
New +$373K 0.02% 397

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return