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
2024 Q1	–	Sell	-2,500	Closed	-$18K	–	2802
2023 Q4	$18K	Buy	+2,500	New	+$269K	﹤0.01%	2032
2023 Q3	–	Sell	-2,400	Closed	-$24K	–	4000
2023 Q2	$24K	Buy	+2,400	New	+$230K	﹤0.01%	1745
2020 Q1	–	Sell	-200	Closed	-$1K	–	4270
2019 Q4	$1K	Sell	200 -200	-50%	-$32.1K	﹤0.01%	3672
2019 Q3	$15K	Hold	400	–	–	﹤0.01%	2364
2019 Q2	$6K	Buy	+400	New	+$52.3K	﹤0.01%	2988
2018 Q4	–	Sell	-1,000	Closed	-$5K	–	4197
2018 Q3	$5K	Buy	+1,000	New	+$118K	﹤0.01%	3040
2017 Q3	–	Sell	-2,400	Closed	-$2K	–	6173
2017 Q2	$2K	Buy	+2,400	New	+$223K	﹤0.01%	5516
2016 Q1	–	Sell	-600	Closed	-$4K	–	6759
2015 Q4	$4K	Buy	+600	New	+$60K	﹤0.01%	5064

Other funds holding HELE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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.