Hamilton Point Investment Advisors’s Helen of Troy HELE Stock Holding History

Hamilton Point Investment Advisors’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 Q4	–	Sell	-21,041	Closed	-$2.03M	–	80
2022 Q3	$2.03M	Buy	21,041 +169	+0.8%	+$21.7K	0.62%	55
2022 Q2	$3.39M	Buy	20,872 +49	+0.2%	+$9.24K	0.99%	47
2022 Q1	$4.08M	Buy	20,823 +454	+2%	+$95.6K	1.05%	42
2021 Q4	$4.98M	Buy	20,369 +488	+2%	+$116K	1.19%	37
2021 Q3	$4.47M	Buy	19,881 +446	+2%	+$102K	1.19%	38
2021 Q2	$4.43M	Buy	19,435 +366	+2%	+$80.5K	1.2%	39
2021 Q1	$4.02M	Buy	+19,069	New	+$4.3M	1.16%	41

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

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

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Hamilton Point Investment Advisors's HELE Position: Q4 2022 in Review

Hamilton Point Investment Advisors sold out of Helen of Troy (HELE) in Q4 2022, closing a stake of 21,041 shares — an estimated $2.03M sold.

Hamilton Point Investment Advisors first reported a position in HELE in Q1 2021 and held it in 7 quarters. The position peaked at $4.98M in Q4 2021. 245 funds tracked by Wall St. Rank hold HELE as of Q4 2022.

Hamilton Point Investment Advisors reported no remaining Helen of Troy position as of Q4 2022 after selling out during the quarter.
Hamilton Point Investment Advisors sold 21,041 Helen of Troy shares in Q4 2022, an estimated $2.03M.
Hamilton Point Investment Advisors first reported a position in Helen of Troy in Q1 2021 and held it in 7 quarters.
Hamilton Point Investment Advisors's Helen of Troy position peaked at $4.98M in Q4 2021.
245 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2022.

Based on Hamilton Point Investment Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.