FORA Capital’s Helen of Troy HELE Stock Holding History

FORA Capital’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
2023 Q4	–	Sell	-4,712	Closed	-$549K	–	516
2023 Q3	$549K	Buy	+4,712	New	+$587K	0.05%	317
2022 Q4	–	Sell	-2,780	Closed	-$268K	–	554
2022 Q3	$268K	Sell	2,780 -1	-0%	-$129	0.05%	349
2022 Q2	$452K	Buy	+2,781	New	+$524K	0.09%	268
2020 Q4	–	Sell	-660	Closed	-$128K	–	1010
2020 Q3	$128K	Buy	+660	New	+$131K	0.08%	250
2020 Q2	–	Sell	-1,016	Closed	-$146K	–	1072
2020 Q1	$146K	Buy	+1,016	New	+$172K	0.03%	525

Other funds holding HELE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FORA Capital's HELE Position: Q4 2023 in Review

FORA Capital sold out of Helen of Troy (HELE) in Q4 2023, closing a stake of 4,712 shares — an estimated $549K sold.

FORA Capital first reported a position in HELE in Q1 2020 and held it in 5 quarters. The position peaked at $549K in Q3 2023. 261 funds tracked by Wall St. Rank hold HELE as of Q4 2023.

FORA Capital reported no remaining Helen of Troy position as of Q4 2023 after selling out during the quarter.
FORA Capital sold 4,712 Helen of Troy shares in Q4 2023, an estimated $549K.
FORA Capital first reported a position in Helen of Troy in Q1 2020 and held it in 5 quarters.
FORA Capital's Helen of Troy position peaked at $549K in Q3 2023.
261 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2023.

Based on FORA Capital's 13F filing for Q4 2023, filed 14 Feb 2024.