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Artemis Investment Management’s Helen of Troy HELE Stock Holding History

Artemis Investment 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
2015
Q2 		– Sell
-94,301
Closed -$7.69M – 252
2015
Q1 		$7.69M Buy
+94,301
New +$7.19M 0.31% 83

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Artemis Investment Management's HELE Position: Q2 2015 in Review

Artemis Investment Management sold out of Helen of Troy (HELE) in Q2 2015, closing a stake of 94,301 shares — an estimated $7.69M sold.

Artemis Investment Management first reported a position in HELE in Q1 2015 and held it in 1 quarter. The position peaked at $7.69M in Q1 2015. 218 funds tracked by Wall St. Rank hold HELE as of Q2 2015.

  • Artemis Investment Management reported no remaining Helen of Troy position as of Q2 2015 after selling out during the quarter.
  • Artemis Investment Management sold 94,301 Helen of Troy shares in Q2 2015, an estimated $7.69M.
  • Artemis Investment Management first reported a position in Helen of Troy in Q1 2015 and held it in 1 quarter.
  • Artemis Investment Management's Helen of Troy position peaked at $7.69M in Q1 2015.
  • 218 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2015.

Based on Artemis Investment Management's 13F filing for Q2 2015, filed 29 Jul 2015.