IronBridge Capital Management’s Helen of Troy HELE Stock Holding History

IronBridge Capital 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
2017 Q1	$5.32M	Sell	56,436 -18,930	-25%	-$1.79M	0.32%	111
2016 Q4	$6.37M	Buy	75,366 +16,540	+28%	+$1.38M	0.29%	96
2016 Q3	$5.07M	Buy	58,826 +6,380	+12%	+$598K	0.23%	114
2016 Q2	$5.39M	Sell	52,446 -930	-2%	-$93.9K	0.24%	114
2016 Q1	$5.54M	Buy	53,376 +7,140	+15%	+$667K	0.22%	121
2015 Q4	$4.36M	Buy	46,236 +1,780	+4%	+$178K	0.17%	128
2015 Q3	$3.97M	Buy	44,456 +580	+1%	+$52K	0.16%	135
2015 Q2	$4.28M	Buy	+43,876	New	+$3.86M	0.13%	138

Other funds holding HELE

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

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

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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

IronBridge Capital Management's HELE Position: Q1 2017 in Review

IronBridge Capital Management reduced its Helen of Troy (HELE) stake by 25% in Q1 2017, selling an estimated $1.79M and leaving 56,436 shares worth $5.32M. The position accounts for 0.32% of the portfolio, ranked #111.

IronBridge Capital Management first reported a position in HELE in Q2 2015 and has held it in 8 quarters since. The position peaked at $6.37M in Q4 2016. 209 funds tracked by Wall St. Rank hold HELE as of Q1 2017.

IronBridge Capital Management held 56,436 shares of Helen of Troy worth $5.32M as of Q1 2017.
IronBridge Capital Management sold 18,930 Helen of Troy shares in Q1 2017, an estimated $1.79M.
Helen of Troy made up 0.32% of IronBridge Capital Management's portfolio in Q1 2017, its #111 holding.
IronBridge Capital Management first reported a position in Helen of Troy in Q2 2015 and has held it in 8 quarters since.
IronBridge Capital Management's Helen of Troy position peaked at $6.37M in Q4 2016.
209 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2017.

Based on IronBridge Capital Management's 13F filing for Q1 2017, filed 10 May 2017.