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CSat Investment Advisory’s Helen of Troy HELE Stock Holding History

CSat Investment Advisory’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
-90
Closed -$17K – 713
2020
Q3 		$17K Buy
90
+14
+18% +$2.78K ﹤0.01% 911
2020
Q2 		$14K Buy
+76
New +$12.4K ﹤0.01% 946

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSat Investment Advisory's HELE Position: Q4 2020 in Review

CSat Investment Advisory sold out of Helen of Troy (HELE) in Q4 2020, closing a stake of 90 shares — an estimated $17K sold.

CSat Investment Advisory first reported a position in HELE in Q2 2020 and held it in 2 quarters. The position peaked at $17K in Q3 2020. 308 funds tracked by Wall St. Rank hold HELE as of Q4 2020.

  • CSat Investment Advisory reported no remaining Helen of Troy position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 90 Helen of Troy shares in Q4 2020, an estimated $17K.
  • CSat Investment Advisory first reported a position in Helen of Troy in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Helen of Troy position peaked at $17K in Q3 2020.
  • 308 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.