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Creative Financial Designs’s Helen of Troy HELE Stock Holding History

Creative Financial Designs’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
Q4 		– Sell
-16
Closed -$4K – 1310
2021
Q3 		$4K Hold
16
– – ﹤0.01% 1191
2021
Q2 		$4K Hold
16
– – ﹤0.01% 1212
2021
Q1 		$3K Hold
16
– – ﹤0.01% 1155
2020
Q4 		$4K Hold
16
– – ﹤0.01% 1023
2020
Q3 		$3K Hold
16
– – ﹤0.01% 1021
2020
Q2 		$3K Buy
+16
New +$2.62K ﹤0.01% 958

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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

Creative Financial Designs's HELE Position: Q4 2021 in Review

Creative Financial Designs sold out of Helen of Troy (HELE) in Q4 2021, closing a stake of 16 shares — an estimated $4K sold.

Creative Financial Designs first reported a position in HELE in Q2 2020 and held it in 6 quarters. The position peaked at $4K in Q3 2021. 290 funds tracked by Wall St. Rank hold HELE as of Q4 2021.

  • Creative Financial Designs reported no remaining Helen of Troy position as of Q4 2021 after selling out during the quarter.
  • Creative Financial Designs sold 16 Helen of Troy shares in Q4 2021, an estimated $4K.
  • Creative Financial Designs first reported a position in Helen of Troy in Q2 2020 and held it in 6 quarters.
  • Creative Financial Designs's Helen of Troy position peaked at $4K in Q3 2021.
  • 290 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.