BTW
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Boston Trust Walden’s Helen of Troy HELE Stock Holding History

Boston Trust Walden’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
Q1 		– Sell
-139,981
Closed -$15.5M – 369
2022
Q4 		$15.5M Sell
139,981
-3,773
-3% -$367K 0.14% 183
2022
Q3 		$13.9M Buy
143,754
+4,223
+3% +$543K 0.14% 186
2022
Q2 		$22.7M Buy
139,531
+2,023
+1% +$381K 0.21% 157
2022
Q1 		$26.9M Buy
137,508
+2,148
+2% +$453K 0.22% 154
2021
Q4 		$33.1M Sell
135,360
-16
-0% -$3.79K 0.27% 132
2021
Q3 		$30.4M Buy
135,376
+2,656
+2% +$608K 0.27% 136
2021
Q2 		$30.3M Buy
+132,720
New +$29.2M 0.27% 135

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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