HBK Investments’s Helen of Troy HELE Stock Holding History

HBK Investments’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
2019 Q1	–	Sell	-3,106	Closed	-$407K	–	1177
2018 Q4	$407K	Buy	+3,106	New	+$408K	﹤0.01%	943
2016 Q4	–	Sell	-2,800	Closed	-$241K	–	791
2016 Q3	$241K	Buy	+2,800	New	+$262K	﹤0.01%	766
2016 Q1	–	Sell	-12,700	Closed	-$1.2M	–	1022
2015 Q4	$1.2M	Buy	12,700 +6,200	+95%	+$620K	0.01%	526
2015 Q3	$580K	Sell	6,500 -1,000	-13%	-$89.6K	0.01%	715
2015 Q2	$731K	Buy	+7,500	New	+$660K	0.01%	638
2015 Q1	–	Sell	-4,810	Closed	-$313K	–	1062
2014 Q4	$313K	Sell	4,810 -14,490	-75%	-$892K	﹤0.01%	839
2014 Q3	$1.01M	Sell	19,300 -7,200	-27%	-$404K	0.02%	543
2014 Q2	$1.61M	Buy	+26,500	New	+$1.65M	0.03%	401
2014 Q1	–	Sell	-4,500	Closed	-$223K	–	959
2013 Q4	$223K	Buy	+4,500	New	+$211K	﹤0.01%	825

Other funds holding HELE

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

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HBK Investments's HELE Position: Q1 2019 in Review

HBK Investments sold out of Helen of Troy (HELE) in Q1 2019, closing a stake of 3,106 shares — an estimated $407K sold.

HBK Investments first reported a position in HELE in Q4 2013 and held it in 9 quarters. The position peaked at $1.61M in Q2 2014. 264 funds tracked by Wall St. Rank hold HELE as of Q1 2019.

HBK Investments reported no remaining Helen of Troy position as of Q1 2019 after selling out during the quarter.
HBK Investments sold 3,106 Helen of Troy shares in Q1 2019, an estimated $407K.
HBK Investments first reported a position in Helen of Troy in Q4 2013 and held it in 9 quarters.
HBK Investments's Helen of Troy position peaked at $1.61M in Q2 2014.
264 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2019.

Based on HBK Investments's 13F filing for Q1 2019, filed 15 May 2019.