Ownership history in ALGERT GLOBAL LLC Β· 47 quarters on record
This page tracks every 13F SEC filing in which ALGERT GLOBAL LLC reported a position in HERBALIFE LTD. CMN COM (HLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π ALGERT GLOBAL LLC underperformed the S&P 500 by β3.9% annually on this HLF position. Timing score: 42% (19/45 decisions correct). Average cost basis: $17.68. Maximum drawdown during holding period: β87.7%.
β οΈ Trailed SPY by 3.9% ann. on this position.
45 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
19 of 45 add/trim decisions correct
Best entry: $4.84 (2008 Q4) Β· Worst: $54.55 (2018 Q3)
πͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.
24 adds Β· 23 trims. Bought during 12 of 23 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size