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Bruce G. Allen Investments’s Helen of Troy HELE Stock Holding History

Bruce G. Allen Investments’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
2024
Q1 		– Sell
-21
Closed -$2.54K – 993
2023
Q4 		$2.54K Buy
+21
New +$2.26K ﹤0.01% 706

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Bruce G. Allen Investments's HELE Position: Q1 2024 in Review

Bruce G. Allen Investments sold out of Helen of Troy (HELE) in Q1 2024, closing a stake of 21 shares — an estimated $2.54K sold.

Bruce G. Allen Investments first reported a position in HELE in Q4 2023 and held it in 1 quarter. The position peaked at $2.54K in Q4 2023. 272 funds tracked by Wall St. Rank hold HELE as of Q1 2024.

  • Bruce G. Allen Investments reported no remaining Helen of Troy position as of Q1 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 21 Helen of Troy shares in Q1 2024, an estimated $2.54K.
  • Bruce G. Allen Investments first reported a position in Helen of Troy in Q4 2023 and held it in 1 quarter.
  • Bruce G. Allen Investments's Helen of Troy position peaked at $2.54K in Q4 2023.
  • 272 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2024.

Based on Bruce G. Allen Investments's 13F filing for Q1 2024, filed 10 Apr 2024.