Aberdeen Group
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Aberdeen Group’s Helen of Troy HELE Stock Holding History

Aberdeen Group’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
Q2 		– Sell
-129,070
Closed -$27.2M – 1023
2021
Q1 		$27.2M Sell
129,070
-275
-0.2% -$62K 0.06% 283
2020
Q4 		$28.7M Sell
129,345
-40,211
-24% -$8.28M 0.07% 248
2020
Q3 		$32.8M Sell
169,556
-15,191
-8% -$3.02M 0.09% 189
2020
Q2 		$34.9M Sell
184,747
-5,948
-3% -$973K 0.09% 178
2020
Q1 		$27.5M Sell
190,695
-33,718
-15% -$5.71M 0.09% 201
2019
Q4 		$40.4M Buy
224,413
+6,370
+3% +$1.02M 0.1% 177
2019
Q3 		$34.4M Sell
218,043
-37,223
-15% -$5.53M 0.09% 204
2019
Q2 		$33.3M Sell
255,266
-23,026
-8% -$3.01M 0.07% 258
2019
Q1 		$32.3M Buy
278,292
+97,623
+54% +$11.3M 0.07% 260
2018
Q4 		$23.9M Buy
+180,669
New +$23.7M 0.06% 295

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aberdeen Group's HELE Position: Q2 2021 in Review

Aberdeen Group sold out of Helen of Troy (HELE) in Q2 2021, closing a stake of 129,070 shares — an estimated $27.2M sold.

Aberdeen Group first reported a position in HELE in Q4 2018 and held it in 10 quarters. The position peaked at $40.4M in Q4 2019. 287 funds tracked by Wall St. Rank hold HELE as of Q2 2021.

  • Aberdeen Group reported no remaining Helen of Troy position as of Q2 2021 after selling out during the quarter.
  • Aberdeen Group sold 129,070 Helen of Troy shares in Q2 2021, an estimated $27.2M.
  • Aberdeen Group first reported a position in Helen of Troy in Q4 2018 and held it in 10 quarters.
  • Aberdeen Group's Helen of Troy position peaked at $40.4M in Q4 2019.
  • 287 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2021.

Based on Aberdeen Group's 13F filing for Q2 2021, filed 10 Aug 2021.