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AGF Investments Inc’s Helen of Troy HELE Stock Holding History

AGF Investments Inc’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
2022
Q1 		– Sell
-1,496
Closed -$366K – 569
2021
Q4 		$366K Buy
1,496
+696
+87% +$165K ﹤0.01% 538
2021
Q3 		$180K Buy
800
+24
+3% +$5.49K ﹤0.01% 593
2021
Q2 		$177K Buy
776
+32
+4% +$7.04K ﹤0.01% 635
2021
Q1 		$157K Sell
744
-121
-14% -$27.3K ﹤0.01% 671
2020
Q4 		$192K Sell
865
-854
-50% -$176K ﹤0.01% 625
2020
Q3 		$333K Buy
1,719
+71
+4% +$14.1K ﹤0.01% 552
2020
Q2 		$311K Buy
1,648
+32
+2% +$5.24K ﹤0.01% 510
2020
Q1 		$233K Buy
+1,616
New +$274K ﹤0.01% 543

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AGF Investments Inc's HELE Position: Q1 2022 in Review

AGF Investments Inc sold out of Helen of Troy (HELE) in Q1 2022, closing a stake of 1,496 shares — an estimated $366K sold.

AGF Investments Inc first reported a position in HELE in Q1 2020 and held it in 8 quarters. The position peaked at $366K in Q4 2021. 277 funds tracked by Wall St. Rank hold HELE as of Q1 2022.

  • AGF Investments Inc reported no remaining Helen of Troy position as of Q1 2022 after selling out during the quarter.
  • AGF Investments Inc sold 1,496 Helen of Troy shares in Q1 2022, an estimated $366K.
  • AGF Investments Inc first reported a position in Helen of Troy in Q1 2020 and held it in 8 quarters.
  • AGF Investments Inc's Helen of Troy position peaked at $366K in Q4 2021.
  • 277 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2022.

Based on AGF Investments Inc's 13F filing for Q1 2022, filed 10 May 2022.