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FourThought Financial’s Helen of Troy HELE Stock Holding History

FourThought Financial’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
Q3 		$3K Buy
30
+20
+200% +$2.57K ﹤0.01% 1259
2022
Q2 		$2K Hold
10
– – ﹤0.01% 1332
2022
Q1 		$2K Buy
+10
New +$2.11K ﹤0.01% 1338
2021
Q2 		– Sell
-689
Closed -$145K – 1564
2021
Q1 		$145K Sell
689
-18
-3% -$4.06K 0.02% 415
2020
Q4 		$157K Buy
+707
New +$146K 0.03% 381

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FourThought Financial's HELE Position: Q3 2022 in Review

FourThought Financial increased its Helen of Troy (HELE) stake by 200% in Q3 2022, buying an estimated $2.57K and bringing the position to 30 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

FourThought Financial first reported a position in HELE in Q4 2020 and has held it in 5 quarters since. The position peaked at $157K in Q4 2020. 257 funds tracked by Wall St. Rank hold HELE as of Q3 2022.

  • FourThought Financial held 30 shares of Helen of Troy worth $3K as of Q3 2022.
  • FourThought Financial bought 20 Helen of Troy shares in Q3 2022, an estimated $2.57K.
  • Helen of Troy made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1259 holding.
  • FourThought Financial first reported a position in Helen of Troy in Q4 2020 and has held it in 5 quarters since.
  • FourThought Financial's Helen of Troy position peaked at $157K in Q4 2020.
  • 257 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.