CIM Investment Management’s Helen of Troy HELE Stock Holding History

CIM 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 Q1	–	Sell	-1,129	Closed	-$276K	–	273
2021 Q4	$276K	Hold	1,129	–	–	0.08%	227
2021 Q3	$254K	Hold	1,129	–	–	0.08%	233
2021 Q2	$258K	Hold	1,129	–	–	0.08%	239
2021 Q1	$238K	Sell	1,129 -67	-6%	-$15.1K	0.07%	257
2020 Q4	$266K	Hold	1,196	–	–	0.09%	221
2020 Q3	$231K	Sell	1,196 -215	-15%	-$42.7K	0.09%	218
2020 Q2	$266K	Buy	+1,411	New	+$231K	0.11%	183
2020 Q1	–	Sell	-1,172	Closed	-$211K	–	217
2019 Q4	$211K	Sell	1,172 -921	-44%	-$148K	0.08%	200
2019 Q3	$330K	Hold	2,093	–	–	0.12%	208
2019 Q2	$273K	Buy	+2,093	New	+$274K	0.1%	256
2018 Q4	–	Sell	-1,691	Closed	-$221K	–	310
2018 Q3	$221K	Sell	1,691 -1,695	-50%	-$200K	0.08%	306
2018 Q2	$333K	Hold	3,386	–	–	0.11%	262
2018 Q1	$295K	Buy	+3,386	New	+$308K	0.1%	268
2017 Q1	–	Sell	-3,207	Closed	-$271K	–	361
2016 Q4	$271K	Hold	3,207	–	–	0.1%	282
2016 Q3	$276K	Buy	+3,207	New	+$301K	0.11%	265

Other funds holding HELE

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

CIM Investment Management's HELE Position: Q1 2022 in Review

CIM Investment Management sold out of Helen of Troy (HELE) in Q1 2022, closing a stake of 1,129 shares — an estimated $276K sold.

CIM Investment Management first reported a position in HELE in Q3 2016 and held it in 15 quarters. The position peaked at $333K in Q2 2018. 277 funds tracked by Wall St. Rank hold HELE as of Q1 2022.

CIM Investment Management reported no remaining Helen of Troy position as of Q1 2022 after selling out during the quarter.
CIM Investment Management sold 1,129 Helen of Troy shares in Q1 2022, an estimated $276K.
CIM Investment Management first reported a position in Helen of Troy in Q3 2016 and held it in 15 quarters.
CIM Investment Management's Helen of Troy position peaked at $333K in Q2 2018.
277 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2022.

Based on CIM Investment Management's 13F filing for Q1 2022, filed 17 May 2022.