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Financial Gravity Asset Management’s Helen of Troy HELE Stock Holding History

Financial Gravity Asset 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
2019
Q4 		$180K Hold
1
– – 0.12% 134
2019
Q3 		$0 Hold
1
– – ﹤0.01% 1347
2019
Q2 		$0 Sell
1
-1
-50% -$131 ﹤0.01% 1409
2019
Q1 		$0 Buy
+2
New +$231 ﹤0.01% 1406

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $717B AUM 35.42% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's HELE Position: Q4 2019 in Review

Financial Gravity Asset Management held its Helen of Troy (HELE) position steady in Q4 2019 at 1 share worth $180K. The position accounts for 0.12% of the portfolio, ranked #134.

Financial Gravity Asset Management first reported a position in HELE in Q1 2019 and has held it in 4 quarters since. 272 funds tracked by Wall St. Rank hold HELE as of Q4 2019.

  • Financial Gravity Asset Management held 1 share of Helen of Troy worth $180K as of Q4 2019.
  • Financial Gravity Asset Management left its Helen of Troy share count unchanged in Q4 2019.
  • Helen of Troy made up 0.12% of Financial Gravity Asset Management's portfolio in Q4 2019, its #134 holding.
  • Financial Gravity Asset Management first reported a position in Helen of Troy in Q1 2019 and has held it in 4 quarters since.
  • 272 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.