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Financial Management Professionals’s Helen of Troy HELE Stock Holding History

Financial Management Professionals’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
2022
Q2 		– Sell
-5
Closed -$1K – 1012
2022
Q1 		$1K Hold
5
– – ﹤0.01% 890
2021
Q4 		$1K Hold
5
– – ﹤0.01% 829
2021
Q3 		$1K Hold
5
– – ﹤0.01% 816
2021
Q2 		$1K Buy
+5
New +$1.1K ﹤0.01% 774

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Management Professionals's HELE Position: Q2 2022 in Review

Financial Management Professionals sold out of Helen of Troy (HELE) in Q2 2022, closing a stake of 5 shares — an estimated $1K sold.

Financial Management Professionals first reported a position in HELE in Q2 2021 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 295 funds tracked by Wall St. Rank hold HELE as of Q2 2022.

  • Financial Management Professionals reported no remaining Helen of Troy position as of Q2 2022 after selling out during the quarter.
  • Financial Management Professionals sold 5 Helen of Troy shares in Q2 2022, an estimated $1K.
  • Financial Management Professionals first reported a position in Helen of Troy in Q2 2021 and held it in 4 quarters.
  • Financial Management Professionals's Helen of Troy position peaked at $1K in Q1 2022.
  • 295 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2022.

Based on Financial Management Professionals's 13F filing for Q2 2022, filed 12 Jul 2022.