Coatue Management
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Coatue Management’s Helen of Troy HELE Stock Holding History

Coatue 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
2020
Q2 		– Sell
-6,023
Closed -$867K – 127
2020
Q1 		$867K Buy
+6,023
New +$1.02M 0.01% 60
2019
Q3 		– Sell
-4,008
Closed -$523K – 234
2019
Q2 		$523K Buy
+4,008
New +$525K ﹤0.01% 140

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Coatue Management's HELE Position: Q2 2020 in Review

Coatue Management sold out of Helen of Troy (HELE) in Q2 2020, closing a stake of 6,023 shares — an estimated $867K sold.

Coatue Management first reported a position in HELE in Q2 2019 and held it in 2 quarters. The position peaked at $867K in Q1 2020. 269 funds tracked by Wall St. Rank hold HELE as of Q2 2020.

  • Coatue Management reported no remaining Helen of Troy position as of Q2 2020 after selling out during the quarter.
  • Coatue Management sold 6,023 Helen of Troy shares in Q2 2020, an estimated $867K.
  • Coatue Management first reported a position in Helen of Troy in Q2 2019 and held it in 2 quarters.
  • Coatue Management's Helen of Troy position peaked at $867K in Q1 2020.
  • 269 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2020.

Based on Coatue Management's 13F filing for Q2 2020, filed 14 Aug 2020.