Epoch Investment Partners’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-73,306
| Closed | -$7.07M | – | 432 |
|
|
2022
Q3 | $7.07M | Buy |
73,306
+17,230
| +31% | +$1.66M | 0.05% | 285 |
|
|
2022
Q2 | $9.11M | Buy |
+56,076
| New | +$9.11M | 0.05% | 265 |
|
|
2021
Q3 | – | Sell |
-23,262
| Closed | -$5.31M | – | 356 |
|
|
2021
Q2 | $5.31M | Buy |
23,262
+940
| +4% | +$214K | 0.03% | 290 |
|
|
2021
Q1 | $4.7M | Sell |
22,322
-2,577
| -10% | -$543K | 0.02% | 280 |
|
|
2020
Q4 | $5.53M | Sell |
24,899
-21,384
| -46% | -$4.75M | 0.03% | 275 |
|
|
2020
Q3 | $8.96M | Sell |
46,283
-18,551
| -29% | -$3.59M | 0.04% | 226 |
|
|
2020
Q2 | $12.2M | Sell |
64,834
-38,725
| -37% | -$7.3M | 0.06% | 200 |
|
|
2020
Q1 | $14.9M | Buy |
103,559
+58,395
| +129% | +$8.41M | 0.09% | 178 |
|
|
2019
Q4 | $8.12M | Buy |
+45,164
| New | +$8.12M | 0.04% | 235 |
|