HLF HERBALIFE LTD

Ownership history in Perpetual Ltd  ·  7 quarters on record

This page tracks every 13F SEC filing in which Perpetual Ltd reported a position in HERBALIFE LTD (HLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2025 Q1)
Avg. % of fund
0.06%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 659,705 -68,223 -9.4% 0.07% $5.6M $8.44
2025 Q2 REDUCED 727,928 -20,735 -2.8% 0.07% $6.3M $8.62
2025 Q1 REDUCED 748,663 -217,400 -22.5% 0.08% $6.5M $8.63
2024 Q4 ADDED 966,063 +499,572 +107.1% 0.08% $6.5M $6.69
2024 Q3 ADDED 466,491 +82,231 +21.4% 0.04% $3.4M $7.19
2024 Q2 REDUCED 384,260 -39,500 -9.3% 0.04% $4.0M $10.39
2024 Q1 INITIATED 423,760 0.04% $4.0M
% of Fund (quarterly)    HLF price (monthly, adj. close)
← Back to Perpetual Ltd Holdings