6 Meridian’s Helen of Troy HELE Stock Holding History

6 Meridian’s Portfolio HELE Stock Details HELE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$237K	Buy	970 +6	+0.6%	+$1.42K	0.02%	289
2021 Q3	$217K	Buy	+964	New	+$221K	0.02%	286
2020 Q1	–	Sell	-3,800	Closed	-$683K	–	510
2019 Q4	$683K	Buy	3,800 +109	+3%	+$17.5K	0.06%	192
2019 Q3	$582K	Buy	+3,691	New	+$549K	0.06%	228

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

6 Meridian's HELE Position: Q4 2021 in Review

6 Meridian increased its Helen of Troy (HELE) stake by 0.62% in Q4 2021, buying an estimated $1.42K and bringing the position to 970 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #289.

6 Meridian first reported a position in HELE in Q3 2019 and has held it in 4 quarters since. The position peaked at $683K in Q4 2019. 290 funds tracked by Wall St. Rank hold HELE as of Q4 2021.

6 Meridian held 970 shares of Helen of Troy worth $237K as of Q4 2021.
6 Meridian bought 6 Helen of Troy shares in Q4 2021, an estimated $1.42K.
Helen of Troy made up 0.02% of 6 Meridian's portfolio in Q4 2021, its #289 holding.
6 Meridian first reported a position in Helen of Troy in Q3 2019 and has held it in 4 quarters since.
6 Meridian's Helen of Troy position peaked at $683K in Q4 2019.
290 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.