Columbus Circle Investors’s Helen of Troy HELE Stock Holding History

Columbus Circle Investors’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 Q4	–	Sell	-2,285	Closed	-$442K	–	157
2020 Q3	$442K	Sell	2,285 -2,916	-56%	-$579K	0.02%	158
2020 Q2	$981K	Sell	5,201 -571	-10%	-$93.5K	0.04%	143
2020 Q1	$831K	Buy	+5,772	New	+$978K	0.05%	136
2019 Q1	–	Sell	-16,639	Closed	-$2.18M	–	162
2018 Q4	$2.18M	Buy	+16,639	New	+$2.18M	0.06%	133

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Columbus Circle Investors's HELE Position: Q4 2020 in Review

Columbus Circle Investors sold out of Helen of Troy (HELE) in Q4 2020, closing a stake of 2,285 shares — an estimated $442K sold.

Columbus Circle Investors first reported a position in HELE in Q4 2018 and held it in 4 quarters. The position peaked at $2.18M in Q4 2018. 308 funds tracked by Wall St. Rank hold HELE as of Q4 2020.

Columbus Circle Investors reported no remaining Helen of Troy position as of Q4 2020 after selling out during the quarter.
Columbus Circle Investors sold 2,285 Helen of Troy shares in Q4 2020, an estimated $442K.
Columbus Circle Investors first reported a position in Helen of Troy in Q4 2018 and held it in 4 quarters.
Columbus Circle Investors's Helen of Troy position peaked at $2.18M in Q4 2018.
308 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2020.

Based on Columbus Circle Investors's 13F filing for Q4 2020, filed 20 Jan 2021.