CIBC Asset Management
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CIBC Asset Management’s Helen of Troy HELE Stock Holding History

CIBC Asset 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
Q1 		– Sell
-961
Closed -$235K – 1555
2021
Q4 		$235K Sell
961
-14
-1% -$3.32K ﹤0.01% 1263
2021
Q3 		$219K Buy
975
+15
+2% +$3.43K ﹤0.01% 1291
2021
Q2 		$219K Hold
960
– – ﹤0.01% 1225
2021
Q1 		$202K Sell
960
-6
-0.6% -$1.35K ﹤0.01% 1250
2020
Q4 		$215K Buy
+966
New +$199K ﹤0.01% 1100

Other funds holding HELE

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

CIBC Asset Management's HELE Position: Q1 2022 in Review

CIBC Asset Management sold out of Helen of Troy (HELE) in Q1 2022, closing a stake of 961 shares — an estimated $235K sold.

CIBC Asset Management first reported a position in HELE in Q4 2020 and held it in 5 quarters. The position peaked at $235K in Q4 2021. 277 funds tracked by Wall St. Rank hold HELE as of Q1 2022.

  • CIBC Asset Management reported no remaining Helen of Troy position as of Q1 2022 after selling out during the quarter.
  • CIBC Asset Management sold 961 Helen of Troy shares in Q1 2022, an estimated $235K.
  • CIBC Asset Management first reported a position in Helen of Troy in Q4 2020 and held it in 5 quarters.
  • CIBC Asset Management's Helen of Troy position peaked at $235K in Q4 2021.
  • 277 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2022.

Based on CIBC Asset Management's 13F filing for Q1 2022, filed 6 May 2022.