BC
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Brinker Capital’s Helen of Troy HELE Stock Holding History

Brinker Capital’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 		$454K Buy
2,409
+385
+19% +$63K 0.01% 736
2020
Q1 		$292K Sell
2,024
-521
-20% -$88.3K 0.01% 782
2019
Q4 		$458K Sell
2,545
-51
-2% -$8.18K 0.01% 737
2019
Q3 		$409K Sell
2,596
-25
-1% -$3.71K 0.01% 742
2019
Q2 		$342K Sell
2,621
-78
-3% -$10.2K 0.01% 779
2019
Q1 		$313K Sell
2,699
-776
-22% -$89.5K 0.01% 797
2018
Q4 		$456K Sell
3,475
-151
-4% -$19.8K 0.02% 629
2018
Q3 		$475K Sell
3,626
-31
-0.8% -$3.65K 0.02% 740
2018
Q2 		$360K Buy
3,657
+232
+7% +$21.2K 0.01% 810
2018
Q1 		$298K Buy
3,425
+56
+2% +$5.09K 0.01% 854
2017
Q4 		$325K Buy
+3,369
New +$310K 0.01% 823
2017
Q2 		– Sell
-2,757
Closed -$260K – 750
2017
Q1 		$260K Buy
+2,757
New +$260K 0.01% 823

Other funds holding HELE

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
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 $1.47T 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