AI
HLIO icon

Acuitas Investments’s Helios Technologies HLIO Stock Holding History

Acuitas Investments’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,500
Closed -$281K – 42
2022
Q1 		$281K Buy
+3,500
New +$279K 0.26% 31

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Acuitas Investments's HLIO Position: Q2 2022 in Review

Acuitas Investments sold out of Helios Technologies (HLIO) in Q2 2022, closing a stake of 3,500 shares — an estimated $281K sold.

Acuitas Investments first reported a position in HLIO in Q1 2022 and held it in 1 quarter. The position peaked at $281K in Q1 2022. 164 funds tracked by Wall St. Rank hold HLIO as of Q2 2022.

  • Acuitas Investments reported no remaining Helios Technologies position as of Q2 2022 after selling out during the quarter.
  • Acuitas Investments sold 3,500 Helios Technologies shares in Q2 2022, an estimated $281K.
  • Acuitas Investments first reported a position in Helios Technologies in Q1 2022 and held it in 1 quarter.
  • Acuitas Investments's Helios Technologies position peaked at $281K in Q1 2022.
  • 164 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2022.

Based on Acuitas Investments's 13F filing for Q2 2022, filed 3 Aug 2022.