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EA Series Trust’s Helen of Troy HELE Stock Holding History

EA Series Trust’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
2023
Q2 		$898K Buy
+8,316
New +$796K 0.03% 635

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EA Series Trust's HELE Position: Q2 2023 in Review

EA Series Trust opened a new position in Helen of Troy (HELE) in Q2 2023: 8,316 shares worth $898K. The stake represents 0.03% of the portfolio and ranks #635 among its holdings.

247 funds tracked by Wall St. Rank hold HELE as of Q2 2023.

  • EA Series Trust held 8,316 shares of Helen of Troy worth $898K as of Q2 2023.
  • Helen of Troy was a new EA Series Trust position in Q2 2023.
  • Helen of Troy made up 0.03% of EA Series Trust's portfolio in Q2 2023, its #635 holding.
  • 247 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.