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EAM Global Investors’s Helios Technologies HLIO Stock Holding History

EAM Global Investors’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-33,899
Closed -$2.47M – 170
2021
Q1 		$2.47M Buy
+33,899
New +$2.17M 0.68% 65

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EAM Global Investors's HLIO Position: Q2 2021 in Review

EAM Global Investors sold out of Helios Technologies (HLIO) in Q2 2021, closing a stake of 33,899 shares — an estimated $2.47M sold.

EAM Global Investors first reported a position in HLIO in Q1 2021 and held it in 1 quarter. The position peaked at $2.47M in Q1 2021. 151 funds tracked by Wall St. Rank hold HLIO as of Q2 2021.

  • EAM Global Investors reported no remaining Helios Technologies position as of Q2 2021 after selling out during the quarter.
  • EAM Global Investors sold 33,899 Helios Technologies shares in Q2 2021, an estimated $2.47M.
  • EAM Global Investors first reported a position in Helios Technologies in Q1 2021 and held it in 1 quarter.
  • EAM Global Investors's Helios Technologies position peaked at $2.47M in Q1 2021.
  • 151 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2021.

Based on EAM Global Investors's 13F filing for Q2 2021, filed 13 Aug 2021.