De Burlo Group’s Helen of Troy HELE Stock Holding History

De Burlo 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
2022 Q2	–	Sell	-100	Closed	-$19.6K	–	138
2022 Q1	$19.6K	Buy	+100	New	+$21.1K	﹤0.01%	130
2019 Q1	–	Sell	-66,800	Closed	-$8.76M	–	100
2018 Q4	$8.76M	Buy	66,800 +11,100	+20%	+$1.46M	1.97%	16
2018 Q3	$7.29M	Buy	+55,700	New	+$6.56M	1.37%	29

Other funds holding HELE

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

De Burlo Group's HELE Position: Q2 2022 in Review

De Burlo Group sold out of Helen of Troy (HELE) in Q2 2022, closing a stake of 100 shares — an estimated $19.6K sold.

De Burlo Group first reported a position in HELE in Q3 2018 and held it in 3 quarters. The position peaked at $8.76M in Q4 2018. 295 funds tracked by Wall St. Rank hold HELE as of Q2 2022.

De Burlo Group reported no remaining Helen of Troy position as of Q2 2022 after selling out during the quarter.
De Burlo Group sold 100 Helen of Troy shares in Q2 2022, an estimated $19.6K.
De Burlo Group first reported a position in Helen of Troy in Q3 2018 and held it in 3 quarters.
De Burlo Group's Helen of Troy position peaked at $8.76M in Q4 2018.
295 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2022.

Based on De Burlo Group's 13F filing for Q2 2022, filed 11 Aug 2022.