Baird Financial Group
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Baird Financial Group’s Helen of Troy HELE Stock Holding History

Baird Financial Group’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
2022
Q2 		– Sell
-2,172
Closed -$425K – 1808
2022
Q1 		$425K Sell
2,172
-3,707
-63% -$781K ﹤0.01% 1481
2021
Q4 		$1.44M Sell
5,879
-7,720
-57% -$1.83M ﹤0.01% 1066
2021
Q3 		$3.06M Buy
13,599
+1,777
+15% +$407K 0.01% 769
2021
Q2 		$2.7M Sell
11,822
-1,760
-13% -$387K 0.01% 796
2021
Q1 		$2.86M Sell
13,582
-415
-3% -$93.6K 0.01% 753
2020
Q4 		$3.11M Buy
+13,997
New +$2.88M 0.01% 674

Other funds holding HELE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baird Financial Group's HELE Position: Q2 2022 in Review

Baird Financial Group sold out of Helen of Troy (HELE) in Q2 2022, closing a stake of 2,172 shares — an estimated $425K sold.

Baird Financial Group first reported a position in HELE in Q4 2020 and held it in 6 quarters. The position peaked at $3.11M in Q4 2020. 295 funds tracked by Wall St. Rank hold HELE as of Q2 2022.

  • Baird Financial Group reported no remaining Helen of Troy position as of Q2 2022 after selling out during the quarter.
  • Baird Financial Group sold 2,172 Helen of Troy shares in Q2 2022, an estimated $425K.
  • Baird Financial Group first reported a position in Helen of Troy in Q4 2020 and held it in 6 quarters.
  • Baird Financial Group's Helen of Troy position peaked at $3.11M in Q4 2020.
  • 295 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2022.

Based on Baird Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.