Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Helen of Troy HELE Stock Holding History

Kayne Anderson Rudnick 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
Q2 		– Sell
-26
Closed -$4K – 580
2020
Q1 		$4K Hold
26
– – ﹤0.01% 468
2019
Q4 		$5K Hold
26
– – ﹤0.01% 458
2019
Q3 		$4K Sell
26
-11
-30% -$1.64K ﹤0.01% 445
2019
Q2 		$5K Buy
+37
New +$4.84K ﹤0.01% 423

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 $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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's HELE Position: Q2 2020 in Review

Kayne Anderson Rudnick Investment Management sold out of Helen of Troy (HELE) in Q2 2020, closing a stake of 26 shares — an estimated $4K sold.

Kayne Anderson Rudnick Investment Management first reported a position in HELE in Q2 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 269 funds tracked by Wall St. Rank hold HELE as of Q2 2020.

  • Kayne Anderson Rudnick Investment Management reported no remaining Helen of Troy position as of Q2 2020 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 26 Helen of Troy shares in Q2 2020, an estimated $4K.
  • Kayne Anderson Rudnick Investment Management first reported a position in Helen of Troy in Q2 2019 and held it in 4 quarters.
  • Kayne Anderson Rudnick Investment Management's Helen of Troy position peaked at $5K in Q4 2019.
  • 269 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2020.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.