AAM
HELE icon

Arabesque Asset Management’s Helen of Troy HELE Stock Holding History

Arabesque Asset 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
Q3 		– Sell
-947
Closed -$216K – 191
2021
Q2 		$216K Sell
947
-10,570
-92% -$2.32M 0.09% 128
2021
Q1 		$2.43M Buy
11,517
+1,828
+19% +$412K 1.07% 32
2020
Q4 		$2.15M Sell
9,689
-2,364
-20% -$487K 0.64% 35
2020
Q3 		$2.33M Buy
+12,053
New +$2.39M 2.1% 23
2020
Q1 		– Sell
-18,606
Closed -$3.35M – 80
2019
Q4 		$3.35M Buy
18,606
+14,495
+353% +$2.32M 1.28% 23
2019
Q3 		$648K Buy
+4,111
New +$611K 0.3% 88

Other funds holding HELE

BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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