Bank of Nova Scotia
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Bank of Nova Scotia’s Helen of Troy HELE Stock Holding History

Bank of Nova Scotia’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
2023
Q2 		– Sell
-4,030
Closed -$383K – 1082
2023
Q1 		$383K Buy
4,030
+552
+16% +$59.1K ﹤0.01% 916
2022
Q4 		$386K Sell
3,478
-2,702
-44% -$263K ﹤0.01% 963
2022
Q3 		$596K Buy
6,180
+2,282
+59% +$293K ﹤0.01% 936
2022
Q2 		$633K Buy
+3,898
New +$735K ﹤0.01% 972
2022
Q1 		– Sell
-4,018
Closed -$982K – 1242
2021
Q4 		$982K Buy
4,018
+1,690
+73% +$401K ﹤0.01% 1004
2021
Q3 		$523K Sell
2,328
-161
-6% -$36.9K ﹤0.01% 988
2021
Q2 		$568K Buy
2,489
+194
+8% +$42.6K ﹤0.01% 941
2021
Q1 		$483K Sell
2,295
-603
-21% -$136K ﹤0.01% 945
2020
Q4 		$644K Buy
2,898
+159
+6% +$32.8K ﹤0.01% 833
2020
Q3 		$530K Buy
2,739
+87
+3% +$17.3K ﹤0.01% 865
2020
Q2 		$500K Buy
+2,652
New +$434K ﹤0.01% 747

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Bank of Nova Scotia's HELE Position: Q2 2023 in Review

Bank of Nova Scotia sold out of Helen of Troy (HELE) in Q2 2023, closing a stake of 4,030 shares — an estimated $383K sold.

Bank of Nova Scotia first reported a position in HELE in Q2 2020 and held it in 11 quarters. The position peaked at $982K in Q4 2021. 247 funds tracked by Wall St. Rank hold HELE as of Q2 2023.

  • Bank of Nova Scotia reported no remaining Helen of Troy position as of Q2 2023 after selling out during the quarter.
  • Bank of Nova Scotia sold 4,030 Helen of Troy shares in Q2 2023, an estimated $383K.
  • Bank of Nova Scotia first reported a position in Helen of Troy in Q2 2020 and held it in 11 quarters.
  • Bank of Nova Scotia's Helen of Troy position peaked at $982K in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2023.

Based on Bank of Nova Scotia's 13F filing for Q2 2023, filed 3 Aug 2023.