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Allred Capital Management’s Helen of Troy HELE Stock Holding History

Allred Capital Management’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
-7
Closed -$1.48K – 429
2021
Q1 		$1.48K Buy
+7
New +$1.58K ﹤0.01% 822
2020
Q1 		– Sell
-15
Closed -$2.7K – 372
2019
Q4 		$2.7K Buy
+15
New +$2.41K ﹤0.01% 765

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

Allred Capital Management's HELE Position: Q2 2021 in Review

Allred Capital Management sold out of Helen of Troy (HELE) in Q2 2021, closing a stake of 7 shares — an estimated $1.48K sold.

Allred Capital Management first reported a position in HELE in Q4 2019 and held it in 2 quarters. The position peaked at $2.7K in Q4 2019. 287 funds tracked by Wall St. Rank hold HELE as of Q2 2021.

  • Allred Capital Management reported no remaining Helen of Troy position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 7 Helen of Troy shares in Q2 2021, an estimated $1.48K.
  • Allred Capital Management first reported a position in Helen of Troy in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Helen of Troy position peaked at $2.7K in Q4 2019.
  • 287 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.