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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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Trust Walden's HELE Position: Q1 2023 in Review

Boston Trust Walden sold out of Helen of Troy (HELE) in Q1 2023, closing a stake of 139,981 shares — an estimated $15.5M sold.

Boston Trust Walden first reported a position in HELE in Q2 2021 and held it in 7 quarters. The position peaked at $33.1M in Q4 2021. 248 funds tracked by Wall St. Rank hold HELE as of Q1 2023.

  • Boston Trust Walden reported no remaining Helen of Troy position as of Q1 2023 after selling out during the quarter.
  • Boston Trust Walden sold 139,981 Helen of Troy shares in Q1 2023, an estimated $15.5M.
  • Boston Trust Walden first reported a position in Helen of Troy in Q2 2021 and held it in 7 quarters.
  • Boston Trust Walden's Helen of Troy position peaked at $33.1M in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2023.

Based on Boston Trust Walden's 13F filing for Q1 2023, filed 19 Apr 2023.