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EAM Investors’s Helen of Troy HELE Stock Holding History

EAM Investors’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
2019
Q4 		– Sell
-7,615
Closed -$1.2M – 275
2019
Q3 		$1.2M Sell
7,615
-98
-1% -$14.6K 0.32% 154
2019
Q2 		$1.01M Buy
+7,713
New +$1.01M 0.25% 193
2019
Q1 		– Sell
-15,728
Closed -$2.06M – 285
2018
Q4 		$2.06M Sell
15,728
-10,887
-41% -$1.43M 0.56% 45
2018
Q3 		$3.48M Buy
+26,615
New +$3.14M 0.52% 59
2014
Q2 		– Sell
-17,656
Closed -$1.22M – 337
2014
Q1 		$1.22M Sell
17,656
-8,256
-32% -$502K 0.22% 252
2013
Q4 		$1.28M Buy
25,912
+2,128
+9% +$99.8K 0.23% 226
2013
Q3 		$1.05M Buy
+23,784
New +$1M 0.21% 254

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EAM Investors's HELE Position: Q4 2019 in Review

EAM Investors sold out of Helen of Troy (HELE) in Q4 2019, closing a stake of 7,615 shares — an estimated $1.2M sold.

EAM Investors first reported a position in HELE in Q3 2013 and held it in 7 quarters. The position peaked at $3.48M in Q3 2018. 272 funds tracked by Wall St. Rank hold HELE as of Q4 2019.

  • EAM Investors reported no remaining Helen of Troy position as of Q4 2019 after selling out during the quarter.
  • EAM Investors sold 7,615 Helen of Troy shares in Q4 2019, an estimated $1.2M.
  • EAM Investors first reported a position in Helen of Troy in Q3 2013 and held it in 7 quarters.
  • EAM Investors's Helen of Troy position peaked at $3.48M in Q3 2018.
  • 272 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2019.

Based on EAM Investors's 13F filing for Q4 2019, filed 11 Feb 2020.