Beck Mack & Oliver’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,500
| Closed | -$568K | – | 171 |
|
|
2022
Q2 | $568K | Hold |
3,500
| – | – | 0.02% | 130 |
|
|
2022
Q1 | $685K | Hold |
3,500
| – | – | 0.02% | 133 |
|
|
2021
Q4 | $856K | Hold |
3,500
| – | – | 0.02% | 126 |
|
|
2021
Q3 | $786K | Hold |
3,500
| – | – | 0.02% | 126 |
|
|
2021
Q2 | $798K | Hold |
3,500
| – | – | 0.02% | 125 |
|
|
2021
Q1 | $737K | Hold |
3,500
| – | – | 0.02% | 122 |
|
|
2020
Q4 | $778K | Sell |
3,500
-7,000
| -67% | -$1.44M | 0.03% | 122 |
|
|
2020
Q3 | $2.03M | Buy |
10,500
+9,000
| +600% | +$1.79M | 0.07% | 81 |
|
|
2020
Q2 | $283K | Hold |
1,500
| – | – | 0.01% | 164 |
|
|
2020
Q1 | $216K | Sell |
1,500
-10,042
| -87% | -$1.7M | 0.01% | 170 |
|
|
2019
Q4 | $2.08M | Hold |
11,542
| – | – | 0.07% | 86 |
|
|
2019
Q3 | $1.82M | Hold |
11,542
| – | – | 0.06% | 88 |
|
|
2019
Q2 | $1.51M | Hold |
11,542
| – | – | 0.05% | 92 |
|
|
2019
Q1 | $1.34M | Hold |
11,542
| – | – | 0.05% | 103 |
|
|
2018
Q4 | $1.51M | Hold |
11,542
| – | – | 0.06% | 94 |
|
|
2018
Q3 | $1.51M | Hold |
11,542
| – | – | 0.05% | 103 |
|
|
2018
Q2 | $1.14M | Hold |
11,542
| – | – | 0.04% | 115 |
|
|
2018
Q1 | $1M | Hold |
11,542
| – | – | 0.03% | 116 |
|
|
2017
Q4 | $1.11M | Hold |
11,542
| – | – | 0.04% | 114 |
|
|
2017
Q3 | $1.12M | Hold |
11,542
| – | – | 0.04% | 116 |
|
|
2017
Q2 | $1.09M | Hold |
11,542
| – | – | 0.04% | 111 |
|
|
2017
Q1 | $1.09M | Hold |
11,542
| – | – | 0.04% | 108 |
|
|
2016
Q4 | $975K | Hold |
11,542
| – | – | 0.04% | 115 |
|
|
2016
Q3 | $995K | Hold |
11,542
| – | – | 0.04% | 121 |
|
|
2016
Q2 | $1.19M | Hold |
11,542
| – | – | 0.04% | 132 |
|
|
2016
Q1 | $1.2M | Hold |
11,542
| – | – | 0.04% | 133 |
|
|
2015
Q4 | $1.09M | Hold |
11,542
| – | – | 0.04% | 140 |
|
|
2015
Q3 | $1.03M | Hold |
11,542
| – | – | 0.03% | 165 |
|
|
2015
Q2 | $1.13M | Hold |
11,542
| – | – | 0.03% | 162 |
|
|
2015
Q1 | $941K | Hold |
11,542
| – | – | 0.02% | 181 |
|
|
2014
Q4 | $751K | Hold |
11,542
| – | – | 0.02% | 199 |
|
|
2014
Q3 | $606K | Hold |
11,542
| – | – | 0.01% | 219 |
|
|
2014
Q2 | $700K | Hold |
11,542
| – | – | 0.02% | 211 |
|
|
2014
Q1 | $799K | Hold |
11,542
| – | – | 0.02% | 202 |
|
|
2013
Q4 | $570K | Hold |
11,542
| – | – | 0.01% | 231 |
|
|
2013
Q3 | $511K | Hold |
11,542
| – | – | 0.01% | 229 |
|
|
2013
Q2 | $443K | Buy |
+11,542
| New | +$438K | 0.01% | 241 |
|
Other funds holding HELE
CB
Beck Mack & Oliver's HELE Position: Q3 2022 in Review
Beck Mack & Oliver sold out of Helen of Troy (HELE) in Q3 2022, closing a stake of 3,500 shares — an estimated $568K sold.
Beck Mack & Oliver first reported a position in HELE in Q2 2013 and held it in 37 quarters. The position peaked at $2.08M in Q4 2019. 257 funds tracked by Wall St. Rank hold HELE as of Q3 2022.
- Beck Mack & Oliver reported no remaining Helen of Troy position as of Q3 2022 after selling out during the quarter.
- Beck Mack & Oliver sold 3,500 Helen of Troy shares in Q3 2022, an estimated $568K.
- Beck Mack & Oliver first reported a position in Helen of Troy in Q2 2013 and held it in 37 quarters.
- Beck Mack & Oliver's Helen of Troy position peaked at $2.08M in Q4 2019.
- 257 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2022.
Based on Beck Mack & Oliver's 13F filing for Q3 2022, filed 10 Nov 2022.