Clark Capital Management Group’s Helen of Troy HELE Stock Holding History

Clark Capital Management Group’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
2021 Q2	–	Sell	-90,590	Closed	-$19.1M	–	343
2021 Q1	$19.1M	Buy	90,590 +78,920	+676%	+$17.8M	0.29%	147
2020 Q4	$2.59M	Sell	11,670 -444	-4%	-$91.5K	0.04%	213
2020 Q3	$2.34M	Sell	12,114 -818	-6%	-$162K	0.04%	205
2020 Q2	$2.44M	Sell	12,932 -10,798	-46%	-$1.77M	0.05%	193
2020 Q1	$3.42M	Buy	23,730 +11,437	+93%	+$1.94M	0.09%	140
2019 Q4	$2.21M	Sell	12,293 -1,076	-8%	-$173K	0.05%	181
2019 Q3	$2.11M	Buy	+13,369	New	+$1.99M	0.05%	184
2019 Q1	–	Sell	-20,488	Closed	-$2.69M	–	305
2018 Q4	$2.69M	Buy	+20,488	New	+$2.69M	0.07%	152

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Clark Capital Management Group's HELE Position: Q2 2021 in Review

Clark Capital Management Group sold out of Helen of Troy (HELE) in Q2 2021, closing a stake of 90,590 shares — an estimated $19.1M sold.

Clark Capital Management Group first reported a position in HELE in Q4 2018 and held it in 8 quarters. The position peaked at $19.1M in Q1 2021. 288 funds tracked by Wall St. Rank hold HELE as of Q2 2021.

Clark Capital Management Group reported no remaining Helen of Troy position as of Q2 2021 after selling out during the quarter.
Clark Capital Management Group sold 90,590 Helen of Troy shares in Q2 2021, an estimated $19.1M.
Clark Capital Management Group first reported a position in Helen of Troy in Q4 2018 and held it in 8 quarters.
Clark Capital Management Group's Helen of Troy position peaked at $19.1M in Q1 2021.
288 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2021.

Based on Clark Capital Management Group's 13F filing for Q2 2021, filed 2 Aug 2021.