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AlphaMark Advisors’s Helen of Troy HELE Stock Holding History

AlphaMark 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
2024
Q2 		– Sell
-2,520
Closed -$290K – 778
2024
Q1 		$290K Buy
2,520
+260
+12% +$31.1K 0.1% 184
2023
Q4 		$273K Buy
2,260
+380
+20% +$41K 0.1% 169
2023
Q3 		$219K Buy
+1,880
New +$234K 0.09% 188
2014
Q3 		– Sell
-4,833
Closed -$293K – 317
2014
Q2 		$293K Buy
+4,833
New +$301K 0.17% 88

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AlphaMark Advisors's HELE Position: Q2 2024 in Review

AlphaMark Advisors sold out of Helen of Troy (HELE) in Q2 2024, closing a stake of 2,520 shares — an estimated $290K sold.

AlphaMark Advisors first reported a position in HELE in Q2 2014 and held it in 4 quarters. The position peaked at $293K in Q2 2014. 254 funds tracked by Wall St. Rank hold HELE as of Q2 2024.

  • AlphaMark Advisors reported no remaining Helen of Troy position as of Q2 2024 after selling out during the quarter.
  • AlphaMark Advisors sold 2,520 Helen of Troy shares in Q2 2024, an estimated $290K.
  • AlphaMark Advisors first reported a position in Helen of Troy in Q2 2014 and held it in 4 quarters.
  • AlphaMark Advisors's Helen of Troy position peaked at $293K in Q2 2014.
  • 254 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2024.

Based on AlphaMark Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.