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Cutler Group’s Helen of Troy HELE Stock Holding History

Cutler 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
2019
Q1 		– Sell
-50
Closed -$6K – 4326
2018
Q4 		$6K Hold
50
– – ﹤0.01% 2834
2018
Q3 		$6K Buy
+50
New +$5.89K ﹤0.01% 2944
2017
Q4 		– Sell
-35
Closed -$3K – 5277
2017
Q3 		$3K Hold
35
– – ﹤0.01% 4797
2017
Q2 		$3K Buy
+35
New +$3.26K ﹤0.01% 5239
2016
Q2 		– Sell
-19
Closed -$1.92K – 6884
2016
Q1 		$1K Sell
19
-1,181
-98% -$110K ﹤0.01% 5988
2015
Q4 		$113K Buy
+1,200
New +$120K 0.01% 1643

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Cutler Group's HELE Position: Q1 2019 in Review

Cutler Group sold out of Helen of Troy (HELE) in Q1 2019, closing a stake of 50 shares — an estimated $6K sold.

Cutler Group first reported a position in HELE in Q4 2015 and held it in 6 quarters. The position peaked at $113K in Q4 2015. 264 funds tracked by Wall St. Rank hold HELE as of Q1 2019.

  • Cutler Group reported no remaining Helen of Troy position as of Q1 2019 after selling out during the quarter.
  • Cutler Group sold 50 Helen of Troy shares in Q1 2019, an estimated $6K.
  • Cutler Group first reported a position in Helen of Troy in Q4 2015 and held it in 6 quarters.
  • Cutler Group's Helen of Troy position peaked at $113K in Q4 2015.
  • 264 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2019.

Based on Cutler Group's 13F filing for Q1 2019, filed 10 May 2019.