Amalgamated Financial’s Helen of Troy HELE Stock Holding History

Amalgamated Financial’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	$3.21M	Buy	+16,401	New	+$3.46M	0.03%	702

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amalgamated Financial's HELE Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Helen of Troy (HELE) in Q1 2022: 16,401 shares worth $3.21M. The stake represents 0.03% of the portfolio and ranks #702 among its holdings.

278 funds tracked by Wall St. Rank hold HELE as of Q1 2022.

Amalgamated Financial held 16,401 shares of Helen of Troy worth $3.21M as of Q1 2022.
Helen of Troy was a new Amalgamated Financial position in Q1 2022.
Helen of Troy made up 0.03% of Amalgamated Financial's portfolio in Q1 2022, its #702 holding.
278 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.