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Institutional & Family Asset Management’s Helen of Troy HELE Stock Holding History

Institutional & Family Asset 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
Q1 		– Sell
-294
Closed -$53K – 860
2019
Q4 		$53K Buy
+294
New +$47.2K 0.01% 309

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Institutional & Family Asset Management's HELE Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of Helen of Troy (HELE) in Q1 2020, closing a stake of 294 shares — an estimated $53K sold.

Institutional & Family Asset Management first reported a position in HELE in Q4 2019 and held it in 1 quarter. The position peaked at $53K in Q4 2019. 262 funds tracked by Wall St. Rank hold HELE as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining Helen of Troy position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 294 Helen of Troy shares in Q1 2020, an estimated $53K.
  • Institutional & Family Asset Management first reported a position in Helen of Troy in Q4 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's Helen of Troy position peaked at $53K in Q4 2019.
  • 262 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.