Amalgamated Financial’s Helios Technologies HLIO Stock Holding History

Amalgamated Financial’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 Q1	$425K	Buy	+5,294	New	+$422K	﹤0.01%	1592

Other funds holding HLIO

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Amalgamated Financial's HLIO Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Helios Technologies (HLIO) in Q1 2022: 5,294 shares worth $425K. The stake represents ﹤0.01% of the portfolio and ranks #1592 among its holdings.

185 funds tracked by Wall St. Rank hold HLIO as of Q1 2022.

Amalgamated Financial held 5,294 shares of Helios Technologies worth $425K as of Q1 2022.
Helios Technologies was a new Amalgamated Financial position in Q1 2022.
Helios Technologies made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #1592 holding.
185 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2022.

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