Brandywine Oak Private Wealth’s Helen of Troy HELE Stock Holding History

Brandywine Oak Private Wealth’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
2021 Q2	–	Sell	-1,118	Closed	-$235K	–	340
2021 Q1	$235K	Buy	1,118 +39	+4%	+$8.79K	0.03%	249
2020 Q4	$239K	Buy	+1,079	New	+$222K	0.04%	239
2020 Q3	–	Sell	-1,129	Closed	-$212K	–	270
2020 Q2	$212K	Buy	+1,129	New	+$185K	0.04%	234

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brandywine Oak Private Wealth's HELE Position: Q2 2021 in Review

Brandywine Oak Private Wealth sold out of Helen of Troy (HELE) in Q2 2021, closing a stake of 1,118 shares — an estimated $235K sold.

Brandywine Oak Private Wealth first reported a position in HELE in Q2 2020 and held it in 3 quarters. The position peaked at $239K in Q4 2020. 287 funds tracked by Wall St. Rank hold HELE as of Q2 2021.

Brandywine Oak Private Wealth reported no remaining Helen of Troy position as of Q2 2021 after selling out during the quarter.
Brandywine Oak Private Wealth sold 1,118 Helen of Troy shares in Q2 2021, an estimated $235K.
Brandywine Oak Private Wealth first reported a position in Helen of Troy in Q2 2020 and held it in 3 quarters.
Brandywine Oak Private Wealth's Helen of Troy position peaked at $239K in Q4 2020.
287 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2021.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2021, filed 9 Aug 2021.