Baird Financial Group
HLIO icon

Baird Financial Group’s Helios Technologies HLIO Stock Holding History

Baird Financial Group’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
2023
Q3 		– Sell
-3,541
Closed -$234K – 1733
2023
Q2 		$234K Buy
3,541
+184
+5% +$10.9K ﹤0.01% 1570
2023
Q1 		$220K Buy
+3,357
New +$218K ﹤0.01% 1592
2022
Q3 		– Sell
-6,099
Closed -$404K – 1760
2022
Q2 		$404K Buy
6,099
+102
+2% +$7.07K ﹤0.01% 1424
2022
Q1 		$481K Buy
5,997
+137
+2% +$10.9K ﹤0.01% 1421
2021
Q4 		$616K Buy
5,860
+590
+11% +$57.3K ﹤0.01% 1391
2021
Q3 		$433K Buy
+5,270
New +$430K ﹤0.01% 1526

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Baird Financial Group's HLIO Position: Q3 2023 in Review

Baird Financial Group sold out of Helios Technologies (HLIO) in Q3 2023, closing a stake of 3,541 shares — an estimated $234K sold.

Baird Financial Group first reported a position in HLIO in Q3 2021 and held it in 6 quarters. The position peaked at $616K in Q4 2021. 156 funds tracked by Wall St. Rank hold HLIO as of Q3 2023.

  • Baird Financial Group reported no remaining Helios Technologies position as of Q3 2023 after selling out during the quarter.
  • Baird Financial Group sold 3,541 Helios Technologies shares in Q3 2023, an estimated $234K.
  • Baird Financial Group first reported a position in Helios Technologies in Q3 2021 and held it in 6 quarters.
  • Baird Financial Group's Helios Technologies position peaked at $616K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2023.

Based on Baird Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.