Athanor Capital’s Helen of Troy HELE Stock Holding History

Athanor Capital’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 Q2	–	Sell	-7,180	Closed	-$1.51M	–	571
2021 Q1	$1.51M	Sell	7,180 -2,086	-23%	-$470K	0.04%	264
2020 Q4	$2.06M	Buy	9,266 +2,211	+31%	+$456K	0.05%	197
2020 Q3	$1.36M	Buy	+7,055	New	+$1.4M	0.05%	188

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

Athanor Capital's HELE Position: Q2 2021 in Review

Athanor Capital sold out of Helen of Troy (HELE) in Q2 2021, closing a stake of 7,180 shares — an estimated $1.51M sold.

Athanor Capital first reported a position in HELE in Q3 2020 and held it in 3 quarters. The position peaked at $2.06M in Q4 2020. 287 funds tracked by Wall St. Rank hold HELE as of Q2 2021.

Athanor Capital reported no remaining Helen of Troy position as of Q2 2021 after selling out during the quarter.
Athanor Capital sold 7,180 Helen of Troy shares in Q2 2021, an estimated $1.51M.
Athanor Capital first reported a position in Helen of Troy in Q3 2020 and held it in 3 quarters.
Athanor Capital's Helen of Troy position peaked at $2.06M in Q4 2020.
287 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2021.

Based on Athanor Capital's 13F filing for Q2 2021, filed 16 Aug 2021.