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Axiom Investors’s Helen of Troy HELE Stock Holding History

Axiom Investors’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
2017
Q1 		– Sell
-24,032
Closed -$2.03M – 154
2016
Q4 		$2.03M Sell
24,032
-5,488
-19% -$459K 0.06% 129
2016
Q3 		$2.54M Sell
29,520
-30,105
-50% -$2.82M 0.07% 72
2016
Q2 		$6.13M Buy
59,625
+560
+0.9% +$56.5K 0.18% 63
2016
Q1 		$6.12M Buy
59,065
+19,427
+49% +$1.81M 0.19% 57
2015
Q4 		$3.74M Buy
+39,638
New +$3.96M 0.12% 72

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Axiom Investors's HELE Position: Q1 2017 in Review

Axiom Investors sold out of Helen of Troy (HELE) in Q1 2017, closing a stake of 24,032 shares — an estimated $2.03M sold.

Axiom Investors first reported a position in HELE in Q4 2015 and held it in 5 quarters. The position peaked at $6.13M in Q2 2016. 209 funds tracked by Wall St. Rank hold HELE as of Q1 2017.

  • Axiom Investors reported no remaining Helen of Troy position as of Q1 2017 after selling out during the quarter.
  • Axiom Investors sold 24,032 Helen of Troy shares in Q1 2017, an estimated $2.03M.
  • Axiom Investors first reported a position in Helen of Troy in Q4 2015 and held it in 5 quarters.
  • Axiom Investors's Helen of Troy position peaked at $6.13M in Q2 2016.
  • 209 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2017.

Based on Axiom Investors's 13F filing for Q1 2017, filed 12 May 2017.