Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Helen of Troy HELE Stock Holding History

Cambridge Investment Research 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
2022
Q3 		– Sell
-1,334
Closed -$217K – 3106
2022
Q2 		$217K Buy
1,334
+110
+9% +$20.7K ﹤0.01% 2667
2022
Q1 		$240K Sell
1,224
-4
-0.3% -$843 ﹤0.01% 2736
2021
Q4 		$300K Sell
1,228
-60
-5% -$14.2K ﹤0.01% 2526
2021
Q3 		$289K Sell
1,288
-11
-0.8% -$2.52K ﹤0.01% 2498
2021
Q2 		$296K Sell
1,299
-39
-3% -$8.57K ﹤0.01% 2481
2021
Q1 		$282K Buy
1,338
+96
+8% +$21.6K ﹤0.01% 2327
2020
Q4 		$276K Buy
+1,242
New +$256K ﹤0.01% 2213
2020
Q1 		– Sell
-4,873
Closed -$876K – 2360
2019
Q4 		$876K Buy
4,873
+1,336
+38% +$214K 0.01% 1227
2019
Q3 		$558K Buy
+3,537
New +$526K ﹤0.01% 1427
2019
Q1 		– Sell
-4,979
Closed -$653K – 2309
2018
Q4 		$653K Buy
4,979
+808
+19% +$106K 0.01% 1174
2018
Q3 		$546K Buy
4,171
+200
+5% +$23.6K 0.01% 1389
2018
Q2 		$391K Buy
+3,971
New +$362K ﹤0.01% 1549

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Cambridge Investment Research Advisors's HELE Position: Q3 2022 in Review

Cambridge Investment Research Advisors sold out of Helen of Troy (HELE) in Q3 2022, closing a stake of 1,334 shares — an estimated $217K sold.

Cambridge Investment Research Advisors first reported a position in HELE in Q2 2018 and held it in 12 quarters. The position peaked at $876K in Q4 2019. 256 funds tracked by Wall St. Rank hold HELE as of Q3 2022.

  • Cambridge Investment Research Advisors reported no remaining Helen of Troy position as of Q3 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 1,334 Helen of Troy shares in Q3 2022, an estimated $217K.
  • Cambridge Investment Research Advisors first reported a position in Helen of Troy in Q2 2018 and held it in 12 quarters.
  • Cambridge Investment Research Advisors's Helen of Troy position peaked at $876K in Q4 2019.
  • 256 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.