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Fernwood Investment Management’s Helen of Troy HELE Stock Holding History

Fernwood Investment Management’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
2024
Q2 		– Sell
-99
Closed -$11.4K – 401
2024
Q1 		$11.4K Buy
+99
New +$11.8K ﹤0.01% 547
2014
Q3 		– Sell
-7,700
Closed -$467K – 109
2014
Q2 		$467K Hold
7,700
– – 0.39% 66
2014
Q1 		$533K Sell
7,700
-1,600
-17% -$97.3K 0.49% 57
2013
Q4 		$459K Buy
+9,300
New +$436K 0.3% 83

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 $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fernwood Investment Management's HELE Position: Q2 2024 in Review

Fernwood Investment Management sold out of Helen of Troy (HELE) in Q2 2024, closing a stake of 99 shares — an estimated $11.4K sold.

Fernwood Investment Management first reported a position in HELE in Q4 2013 and held it in 4 quarters. The position peaked at $533K in Q1 2014. 255 funds tracked by Wall St. Rank hold HELE as of Q2 2024.

  • Fernwood Investment Management reported no remaining Helen of Troy position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 99 Helen of Troy shares in Q2 2024, an estimated $11.4K.
  • Fernwood Investment Management first reported a position in Helen of Troy in Q4 2013 and held it in 4 quarters.
  • Fernwood Investment Management's Helen of Troy position peaked at $533K in Q1 2014.
  • 255 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.