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Amtrust Financial Services’s Helen of Troy HELE Stock Holding History

Amtrust Financial Services’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
2020
Q2 		– Sell
-2,200
Closed -$317K – 53
2020
Q1 		$317K Buy
+2,200
New +$373K 0.51% 32

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Amtrust Financial Services's HELE Position: Q2 2020 in Review

Amtrust Financial Services sold out of Helen of Troy (HELE) in Q2 2020, closing a stake of 2,200 shares — an estimated $317K sold.

Amtrust Financial Services first reported a position in HELE in Q1 2020 and held it in 1 quarter. The position peaked at $317K in Q1 2020. 269 funds tracked by Wall St. Rank hold HELE as of Q2 2020.

  • Amtrust Financial Services reported no remaining Helen of Troy position as of Q2 2020 after selling out during the quarter.
  • Amtrust Financial Services sold 2,200 Helen of Troy shares in Q2 2020, an estimated $317K.
  • Amtrust Financial Services first reported a position in Helen of Troy in Q1 2020 and held it in 1 quarter.
  • Amtrust Financial Services's Helen of Troy position peaked at $317K in Q1 2020.
  • 269 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2020.

Based on Amtrust Financial Services's 13F filing for Q2 2020, filed 12 Aug 2020.