ARTA
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A.R.T. Advisors’s Helen of Troy HELE Stock Holding History

A.R.T. Advisors’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
2019
Q4 		– Sell
-1,659
Closed -$262K – 1492
2019
Q3 		$262K Sell
1,659
-5,500
-77% -$817K 0.01% 1113
2019
Q2 		$935K Buy
7,159
+5,000
+232% +$654K 0.05% 489
2019
Q1 		$250K Sell
2,159
-9,400
-81% -$1.08M 0.02% 1005
2018
Q4 		$1.52M Buy
+11,559
New +$1.52M 0.1% 308
2018
Q2 		– Sell
-7,659
Closed -$666K – 1558
2018
Q1 		$666K Buy
7,659
+1,700
+29% +$155K 0.03% 828
2017
Q4 		$574K Buy
+5,959
New +$549K 0.03% 837
2017
Q3 		– Sell
-8,100
Closed -$762K – 1476
2017
Q2 		$762K Sell
8,100
-1,000
-11% -$93.1K 0.04% 629
2017
Q1 		$857K Buy
+9,100
New +$859K 0.04% 615
2016
Q4 		– Sell
-2,600
Closed -$224K – 1331
2016
Q3 		$224K Sell
2,600
-16,688
-87% -$1.56M 0.07% 453
2016
Q2 		$1.98M Buy
19,288
+12,500
+184% +$1.26M 0.1% 317
2016
Q1 		$703K Buy
+6,788
New +$634K 0.03% 729
2015
Q3 		– Sell
-13,186
Closed -$1.28M – 1450
2015
Q2 		$1.28M Buy
13,186
+7,071
+116% +$622K 0.04% 625
2015
Q1 		$498K Buy
+6,115
New +$467K 0.02% 919

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

A.R.T. Advisors's HELE Position: Q4 2019 in Review

A.R.T. Advisors sold out of Helen of Troy (HELE) in Q4 2019, closing a stake of 1,659 shares — an estimated $262K sold.

A.R.T. Advisors first reported a position in HELE in Q1 2015 and held it in 13 quarters. The position peaked at $1.98M in Q2 2016. 272 funds tracked by Wall St. Rank hold HELE as of Q4 2019.

  • A.R.T. Advisors reported no remaining Helen of Troy position as of Q4 2019 after selling out during the quarter.
  • A.R.T. Advisors sold 1,659 Helen of Troy shares in Q4 2019, an estimated $262K.
  • A.R.T. Advisors first reported a position in Helen of Troy in Q1 2015 and held it in 13 quarters.
  • A.R.T. Advisors's Helen of Troy position peaked at $1.98M in Q2 2016.
  • 272 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2019.

Based on A.R.T. Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.