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Harvest Fund Management’s Helen of Troy HELE Stock Holding History

Harvest Fund Management’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
2021
Q1 		– Sell
-138
Closed -$30K – 841
2020
Q4 		$30K Sell
138
-88
-39% -$18.1K ﹤0.01% 444
2020
Q3 		$46K Buy
+226
New +$44.9K ﹤0.01% 401

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 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harvest Fund Management's HELE Position: Q1 2021 in Review

Harvest Fund Management sold out of Helen of Troy (HELE) in Q1 2021, closing a stake of 138 shares — an estimated $30K sold.

Harvest Fund Management first reported a position in HELE in Q3 2020 and held it in 2 quarters. The position peaked at $46K in Q3 2020. 322 funds tracked by Wall St. Rank hold HELE as of Q1 2021.

  • Harvest Fund Management reported no remaining Helen of Troy position as of Q1 2021 after selling out during the quarter.
  • Harvest Fund Management sold 138 Helen of Troy shares in Q1 2021, an estimated $30K.
  • Harvest Fund Management first reported a position in Helen of Troy in Q3 2020 and held it in 2 quarters.
  • Harvest Fund Management's Helen of Troy position peaked at $46K in Q3 2020.
  • 322 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2021.

Based on Harvest Fund Management's 13F filing for Q1 2021, filed 13 May 2021.