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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
2020
Q1 		– Sell
-1
Closed -$180K – 1218
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Gravity Asset Management's HELE Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of Helen of Troy (HELE) in Q1 2020, closing a stake of 1 share — an estimated $180K sold.

Financial Gravity Asset Management first reported a position in HELE in Q1 2019 and held it in 4 quarters. The position peaked at $180K in Q4 2019. 262 funds tracked by Wall St. Rank hold HELE as of Q1 2020.

  • Financial Gravity Asset Management reported no remaining Helen of Troy position as of Q1 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Helen of Troy share in Q1 2020, an estimated $180K.
  • Financial Gravity Asset Management first reported a position in Helen of Troy in Q1 2019 and held it in 4 quarters.
  • Financial Gravity Asset Management's Helen of Troy position peaked at $180K in Q4 2019.
  • 262 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.