Formula Growth’s Helen of Troy HELE Stock Holding History

Formula Growth’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 Q1	–	Sell	-15,000	Closed	-$1.66M	–	138
2022 Q4	$1.66M	Buy	+15,000	New	+$1.46M	0.47%	77

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

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

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

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

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

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

Formula Growth's HELE Position: Q1 2023 in Review

Formula Growth sold out of Helen of Troy (HELE) in Q1 2023, closing a stake of 15,000 shares — an estimated $1.66M sold.

Formula Growth first reported a position in HELE in Q4 2022 and held it in 1 quarter. The position peaked at $1.66M in Q4 2022. 247 funds tracked by Wall St. Rank hold HELE as of Q1 2023.

Formula Growth reported no remaining Helen of Troy position as of Q1 2023 after selling out during the quarter.
Formula Growth sold 15,000 Helen of Troy shares in Q1 2023, an estimated $1.66M.
Formula Growth first reported a position in Helen of Troy in Q4 2022 and held it in 1 quarter.
Formula Growth's Helen of Troy position peaked at $1.66M in Q4 2022.
247 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2023.

Based on Formula Growth's 13F filing for Q1 2023, filed 12 May 2023.