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Brendel Financial Advisors’s Helen of Troy HELE Stock Holding History

Brendel Financial Advisors’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
2020
Q2 		– Sell
-8,557
Closed -$1.23M – 84
2020
Q1 		$1.23M Sell
8,557
-774
-8% -$131K 1.45% 27
2019
Q4 		$1.68M Buy
+9,331
New +$1.5M 1.43% 31

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Brendel Financial Advisors's HELE Position: Q2 2020 in Review

Brendel Financial Advisors sold out of Helen of Troy (HELE) in Q2 2020, closing a stake of 8,557 shares — an estimated $1.23M sold.

Brendel Financial Advisors first reported a position in HELE in Q4 2019 and held it in 2 quarters. The position peaked at $1.68M in Q4 2019. 269 funds tracked by Wall St. Rank hold HELE as of Q2 2020.

  • Brendel Financial Advisors reported no remaining Helen of Troy position as of Q2 2020 after selling out during the quarter.
  • Brendel Financial Advisors sold 8,557 Helen of Troy shares in Q2 2020, an estimated $1.23M.
  • Brendel Financial Advisors first reported a position in Helen of Troy in Q4 2019 and held it in 2 quarters.
  • Brendel Financial Advisors's Helen of Troy position peaked at $1.68M in Q4 2019.
  • 269 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2020.

Based on Brendel Financial Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.