HighTower Advisors’s Helen of Troy HELE Stock Holding History

HighTower 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 Q1	–	Sell	-1,049	Closed	-$256K	–	3522
2021 Q4	$256K	Buy	1,049 +82	+8%	+$19.4K	﹤0.01%	2579
2021 Q3	$221K	Buy	967 +50	+5%	+$11.4K	﹤0.01%	2637
2021 Q2	$212K	Sell	917 -212	-19%	-$46.6K	﹤0.01%	2626
2021 Q1	$236K	Buy	1,129 +76	+7%	+$17.1K	﹤0.01%	2473
2020 Q4	$236K	Sell	1,053 -497	-32%	-$102K	﹤0.01%	2098
2020 Q3	$300K	Sell	1,550 -15	-1%	-$2.98K	﹤0.01%	1831
2020 Q2	$293K	Buy	+1,565	New	+$256K	﹤0.01%	1758
2018 Q1	–	Sell	-2,304	Closed	-$220K	–	2254
2017 Q4	$220K	Buy	+2,304	New	+$212K	﹤0.01%	1860
2016 Q2	–	Sell	-2,018	Closed	-$210K	–	1880
2016 Q1	$210K	Buy	+2,018	New	+$188K	﹤0.01%	1785

Other funds holding HELE

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

HighTower Advisors's HELE Position: Q1 2022 in Review

HighTower Advisors sold out of Helen of Troy (HELE) in Q1 2022, closing a stake of 1,049 shares — an estimated $256K sold.

HighTower Advisors first reported a position in HELE in Q1 2016 and held it in 9 quarters. The position peaked at $300K in Q3 2020. 277 funds tracked by Wall St. Rank hold HELE as of Q1 2022.

HighTower Advisors reported no remaining Helen of Troy position as of Q1 2022 after selling out during the quarter.
HighTower Advisors sold 1,049 Helen of Troy shares in Q1 2022, an estimated $256K.
HighTower Advisors first reported a position in Helen of Troy in Q1 2016 and held it in 9 quarters.
HighTower Advisors's Helen of Troy position peaked at $300K in Q3 2020.
277 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2022.

Based on HighTower Advisors's 13F filing for Q1 2022, filed 12 May 2022.