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Dorsey Wright & Associates’s Helen of Troy HELE Stock Holding History

Dorsey Wright & Associates’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
-6,497
Closed -$1.26M – 346
2020
Q3 		$1.26M Buy
6,497
+1,207
+23% +$240K 0.23% 121
2020
Q2 		$989K Buy
+5,290
New +$866K 0.2% 123
2020
Q1 		– Sell
-4,263
Closed -$766K – 306
2019
Q4 		$766K Buy
+4,263
New +$684K 0.25% 83

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
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 $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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

Dorsey Wright & Associates's HELE Position: Q4 2020 in Review

Dorsey Wright & Associates sold out of Helen of Troy (HELE) in Q4 2020, closing a stake of 6,497 shares — an estimated $1.26M sold.

Dorsey Wright & Associates first reported a position in HELE in Q4 2019 and held it in 3 quarters. The position peaked at $1.26M in Q3 2020. 308 funds tracked by Wall St. Rank hold HELE as of Q4 2020.

  • Dorsey Wright & Associates reported no remaining Helen of Troy position as of Q4 2020 after selling out during the quarter.
  • Dorsey Wright & Associates sold 6,497 Helen of Troy shares in Q4 2020, an estimated $1.26M.
  • Dorsey Wright & Associates first reported a position in Helen of Troy in Q4 2019 and held it in 3 quarters.
  • Dorsey Wright & Associates's Helen of Troy position peaked at $1.26M in Q3 2020.
  • 308 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2020.

Based on Dorsey Wright & Associates's 13F filing for Q4 2020, filed 28 Jan 2021.