BlackRock Institutional Trust’s Helen of Troy HELE Stock Holding History

BlackRock Institutional Trust’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
2016 Q4	$70.8M	Sell	837,871 -27,137	-3%	-$2.27M	0.01%	1128
2016 Q3	$74.5M	Buy	865,008 +28,828	+3%	+$2.7M	0.01%	1042
2016 Q2	$86M	Buy	836,180 +136,461	+20%	+$13.8M	0.01%	935
2016 Q1	$72.6M	Sell	699,719 -557	-0.1%	-$52K	0.01%	1009
2015 Q4	$66M	Buy	700,276 +9,964	+1%	+$996K	0.01%	1091
2015 Q3	$61.6M	Buy	690,312 +20,363	+3%	+$1.82M	0.01%	1122
2015 Q2	$65.3M	Sell	669,949 -41,782	-6%	-$3.68M	0.01%	1149
2015 Q1	$58M	Sell	711,731 -5,993	-0.8%	-$457K	0.01%	1232
2014 Q4	$46.7M	Sell	717,724 -19,046	-3%	-$1.17M	0.01%	1337
2014 Q3	$38.7M	Sell	736,770 -15,514	-2%	-$870K	0.01%	1423
2014 Q2	$45.6M	Sell	752,284 -198,406	-21%	-$12.3M	0.01%	1378
2014 Q1	$65.8M	Buy	950,690 +109,221	+13%	+$6.64M	0.01%	1114
2013 Q4	$41.6M	Sell	841,469 -22,989	-3%	-$1.08M	0.01%	1401
2013 Q3	$38.3M	Sell	864,458 -30,508	-3%	-$1.28M	0.01%	1382
2013 Q2	$34.3M	Buy	+894,966	New	+$34M	0.01%	1405

Other funds holding HELE

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return