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Cavalier Investments’s Helios Technologies HLIO Stock Holding History

Cavalier Investments’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-14,700
Closed -$787K – 172
2018
Q1 		$787K Buy
+14,700
New +$867K 0.28% 71

Other funds holding HLIO

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Cavalier Investments's HLIO Position: Q2 2018 in Review

Cavalier Investments sold out of Helios Technologies (HLIO) in Q2 2018, closing a stake of 14,700 shares — an estimated $787K sold.

Cavalier Investments first reported a position in HLIO in Q1 2018 and held it in 1 quarter. The position peaked at $787K in Q1 2018. 127 funds tracked by Wall St. Rank hold HLIO as of Q2 2018.

  • Cavalier Investments reported no remaining Helios Technologies position as of Q2 2018 after selling out during the quarter.
  • Cavalier Investments sold 14,700 Helios Technologies shares in Q2 2018, an estimated $787K.
  • Cavalier Investments first reported a position in Helios Technologies in Q1 2018 and held it in 1 quarter.
  • Cavalier Investments's Helios Technologies position peaked at $787K in Q1 2018.
  • 127 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2018.

Based on Cavalier Investments's 13F filing for Q2 2018, filed 3 Aug 2018.