EAM Investors’s Helios Technologies HLIO Stock Holding History

EAM 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
2022 Q1	–	Sell	-21,126	Closed	-$2.22M	–	326
2021 Q4	$2.22M	Buy	+21,126	New	+$2.05M	0.36%	94
2021 Q2	–	Sell	-24,077	Closed	-$1.75M	–	360
2021 Q1	$1.75M	Buy	+24,077	New	+$1.54M	0.26%	165
2018 Q1	–	Sell	-45,510	Closed	-$2.94M	–	320
2017 Q4	$2.94M	Sell	45,510 -584	-1%	-$34.1K	0.53%	53
2017 Q3	$2.49M	Buy	+46,094	New	+$2.14M	0.33%	113

Other funds holding HLIO

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EAM Investors's HLIO Position: Q1 2022 in Review

EAM Investors sold out of Helios Technologies (HLIO) in Q1 2022, closing a stake of 21,126 shares — an estimated $2.22M sold.

EAM Investors first reported a position in HLIO in Q3 2017 and held it in 4 quarters. The position peaked at $2.94M in Q4 2017. 185 funds tracked by Wall St. Rank hold HLIO as of Q1 2022.

EAM Investors reported no remaining Helios Technologies position as of Q1 2022 after selling out during the quarter.
EAM Investors sold 21,126 Helios Technologies shares in Q1 2022, an estimated $2.22M.
EAM Investors first reported a position in Helios Technologies in Q3 2017 and held it in 4 quarters.
EAM Investors's Helios Technologies position peaked at $2.94M in Q4 2017.
185 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2022.

Based on EAM Investors's 13F filing for Q1 2022, filed 13 May 2022.