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Itau Unibanco Holding S.A.’s Helen of Troy HELE Stock Holding History

Itau Unibanco Holding S.A.’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
-561
Closed -$101K – 594
2019
Q4 		$101K Buy
+561
New +$90K 0.01% 510
2019
Q3 		– Sell
-4,283
Closed -$559K – 468
2019
Q2 		$559K Buy
+4,283
New +$561K 0.03% 234
2018
Q3 		– Sell
-1,656
Closed -$163K – 684
2018
Q2 		$163K Buy
+1,656
New +$151K 0.02% 380

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Itau Unibanco Holding S.A.'s HELE Position: Q1 2020 in Review

Itau Unibanco Holding S.A. sold out of Helen of Troy (HELE) in Q1 2020, closing a stake of 561 shares — an estimated $101K sold.

Itau Unibanco Holding S.A. first reported a position in HELE in Q2 2018 and held it in 3 quarters. The position peaked at $559K in Q2 2019. 262 funds tracked by Wall St. Rank hold HELE as of Q1 2020.

  • Itau Unibanco Holding S.A. reported no remaining Helen of Troy position as of Q1 2020 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 561 Helen of Troy shares in Q1 2020, an estimated $101K.
  • Itau Unibanco Holding S.A. first reported a position in Helen of Troy in Q2 2018 and held it in 3 quarters.
  • Itau Unibanco Holding S.A.'s Helen of Troy position peaked at $559K in Q2 2019.
  • 262 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2020.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2020, filed 15 May 2020.