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Hillsdale Investment Management’s Helen of Troy HELE Stock Holding History

Hillsdale Investment 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
2020
Q4 		– Sell
-4,400
Closed -$851K – 622
2020
Q3 		$851K Buy
+4,400
New +$874K 0.08% 223
2020
Q2 		– Sell
-5,100
Closed -$735K – 626
2020
Q1 		$735K Sell
5,100
-300
-6% -$50.8K 0.09% 195
2019
Q4 		$971K Sell
5,400
-200
-4% -$32.1K 0.08% 197
2019
Q3 		$883K Buy
+5,600
New +$832K 0.08% 208

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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hillsdale Investment Management's HELE Position: Q4 2020 in Review

Hillsdale Investment Management sold out of Helen of Troy (HELE) in Q4 2020, closing a stake of 4,400 shares — an estimated $851K sold.

Hillsdale Investment Management first reported a position in HELE in Q3 2019 and held it in 4 quarters. The position peaked at $971K in Q4 2019. 308 funds tracked by Wall St. Rank hold HELE as of Q4 2020.

  • Hillsdale Investment Management reported no remaining Helen of Troy position as of Q4 2020 after selling out during the quarter.
  • Hillsdale Investment Management sold 4,400 Helen of Troy shares in Q4 2020, an estimated $851K.
  • Hillsdale Investment Management first reported a position in Helen of Troy in Q3 2019 and held it in 4 quarters.
  • Hillsdale Investment Management's Helen of Troy position peaked at $971K in Q4 2019.
  • 308 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2020.

Based on Hillsdale Investment Management's 13F filing for Q4 2020, filed 9 Feb 2021.