British Columbia Investment Management’s Helen of Troy HELE Stock Holding History

British Columbia Investment Management’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
2022 Q4	–	Sell	-73,500	Closed	-$7.09M	–	820
2022 Q3	$7.09M	Hold	73,500	–	–	0.08%	209
2022 Q2	$11.9M	Hold	73,500	–	–	0.11%	153
2022 Q1	$14.4M	Hold	73,500	–	–	0.09%	177
2021 Q4	$18M	Hold	73,500	–	–	0.1%	175
2021 Q3	$16.5M	Sell	73,500 -8,300	-10%	-$1.9M	0.1%	181
2021 Q2	$18.7M	Buy	81,800 +2,000	+3%	+$440K	0.11%	162
2021 Q1	$16.8M	Buy	79,800 +17,400	+28%	+$3.92M	0.12%	161
2020 Q4	$13.9M	Buy	62,400 +12,500	+25%	+$2.58M	0.1%	181
2020 Q3	$9.66M	Hold	49,900	–	–	0.08%	221
2020 Q2	$9.41M	Buy	49,900 +33,600	+206%	+$5.5M	0.09%	204
2020 Q1	$2.35M	Buy	+16,300	New	+$2.76M	0.04%	324

Other funds holding HELE

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

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

British Columbia Investment Management's HELE Position: Q4 2022 in Review

British Columbia Investment Management sold out of Helen of Troy (HELE) in Q4 2022, closing a stake of 73,500 shares — an estimated $7.09M sold.

British Columbia Investment Management first reported a position in HELE in Q1 2020 and held it in 11 quarters. The position peaked at $18.7M in Q2 2021. 246 funds tracked by Wall St. Rank hold HELE as of Q4 2022.

British Columbia Investment Management reported no remaining Helen of Troy position as of Q4 2022 after selling out during the quarter.
British Columbia Investment Management sold 73,500 Helen of Troy shares in Q4 2022, an estimated $7.09M.
British Columbia Investment Management first reported a position in Helen of Troy in Q1 2020 and held it in 11 quarters.
British Columbia Investment Management's Helen of Troy position peaked at $18.7M in Q2 2021.
246 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2022.

Based on British Columbia Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.