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Aurora Investment Counsel’s Helios Technologies HLIO Stock Holding History

Aurora Investment Counsel’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 		– Sell
-2,595
Closed -$273K – 125
2021
Q4 		$273K Hold
2,595
– – 0.16% 121
2021
Q3 		$213K Buy
+2,595
New +$212K 0.15% 121

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aurora Investment Counsel's HLIO Position: Q1 2022 in Review

Aurora Investment Counsel sold out of Helios Technologies (HLIO) in Q1 2022, closing a stake of 2,595 shares — an estimated $273K sold.

Aurora Investment Counsel first reported a position in HLIO in Q3 2021 and held it in 2 quarters. The position peaked at $273K in Q4 2021. 185 funds tracked by Wall St. Rank hold HLIO as of Q1 2022.

  • Aurora Investment Counsel reported no remaining Helios Technologies position as of Q1 2022 after selling out during the quarter.
  • Aurora Investment Counsel sold 2,595 Helios Technologies shares in Q1 2022, an estimated $273K.
  • Aurora Investment Counsel first reported a position in Helios Technologies in Q3 2021 and held it in 2 quarters.
  • Aurora Investment Counsel's Helios Technologies position peaked at $273K in Q4 2021.
  • 185 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2022.

Based on Aurora Investment Counsel's 13F filing for Q1 2022, filed 23 May 2022.