| Quarter | Score |
|---|---|
| 2013-Q2 | 49.9 |
| 2013-Q3 | 49.9 |
| 2013-Q4 | 67.2 |
| 2014-Q1 | 53.7 |
| 2014-Q2 | 53.1 |
| 2014-Q3 | 53.2 |
| 2018-Q1 | 48.4 |
| 2018-Q2 | 49.4 |
| 2018-Q3 | 49.5 |
| 2019-Q2 | 49.1 |
| 2022-Q3 | 40.8 |
| 2022-Q4 | 49.8 |
| 2023-Q2 | 41.6 |
| 2023-Q3 | 49.5 |
| 2023-Q4 | 66.1 |
| 2024-Q1 | 41.8 |
| 2024-Q2 | 48.1 |
| 2024-Q3 | 40.3 |
| 2024-Q4 | 44.8 |
| 2025-Q1 | 42.8 |
| 2025-Q2 | 40.3 |
| 2025-Q3 | 40.1 |
| 2025-Q4 | 42.8 |
| 2026-Q1 | 46.2 |
| 2026-Q2 | 45.3 |
Funds reducing exposure or consensus momentum fading
Trading +22.2% above funds' purchase price — elevated pullback risk
1 of 16 tracked funds hold HLF. Avg conviction: 2.2%. Net holding. First tracked at $10.05 (current +22.2% vs tracked).
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Baupost Group | 2.2% | Hold |