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Axiom Investors’s Helios Technologies HLIO Stock Holding History

Axiom Investors’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
Q3 		– Sell
-38,585
Closed -$2.56M – 122
2022
Q2 		$2.56M Sell
38,585
-26,587
-41% -$1.84M 0.08% 97
2022
Q1 		$5.23M Sell
65,172
-28,487
-30% -$2.27M 0.12% 76
2021
Q4 		$9.85M Buy
93,659
+5,749
+7% +$559K 0.18% 65
2021
Q3 		$7.22M Buy
87,910
+2,285
+3% +$186K 0.12% 79
2021
Q2 		$6.68M Buy
85,625
+8,445
+11% +$618K 0.11% 80
2021
Q1 		$5.62M Buy
+77,180
New +$4.94M 0.1% 87

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Axiom Investors's HLIO Position: Q3 2022 in Review

Axiom Investors sold out of Helios Technologies (HLIO) in Q3 2022, closing a stake of 38,585 shares — an estimated $2.56M sold.

Axiom Investors first reported a position in HLIO in Q1 2021 and held it in 6 quarters. The position peaked at $9.85M in Q4 2021. 169 funds tracked by Wall St. Rank hold HLIO as of Q3 2022.

  • Axiom Investors reported no remaining Helios Technologies position as of Q3 2022 after selling out during the quarter.
  • Axiom Investors sold 38,585 Helios Technologies shares in Q3 2022, an estimated $2.56M.
  • Axiom Investors first reported a position in Helios Technologies in Q1 2021 and held it in 6 quarters.
  • Axiom Investors's Helios Technologies position peaked at $9.85M in Q4 2021.
  • 169 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2022.

Based on Axiom Investors's 13F filing for Q3 2022, filed 10 Nov 2022.