Kayne Anderson Rudnick Investment Management’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-332
| Closed | -$13K | – | 582 |
|
|
2020
Q1 | $13K | Sell |
332
-208
| -39% | -$8.15K | ﹤0.01% | 432 |
|
|
2019
Q4 | $25K | Sell |
540
-52
| -9% | -$2.41K | ﹤0.01% | 403 |
|
|
2019
Q3 | $24K | Sell |
592
-118
| -17% | -$4.78K | ﹤0.01% | 387 |
|
|
2019
Q2 | $33K | Buy |
+710
| New | +$33K | ﹤0.01% | 378 |
|
|
2017
Q3 | – | Sell |
-712,243
| Closed | -$30.4M | – | 336 |
|
|
2017
Q2 | $30.4M | Sell |
712,243
-85,319
| -11% | -$3.64M | 0.3% | 92 |
|
|
2017
Q1 | $28.8M | Buy |
797,562
+15,147
| +2% | +$547K | 0.31% | 93 |
|
|
2016
Q4 | $31.3M | Buy |
782,415
+35,810
| +5% | +$1.43M | 0.37% | 79 |
|
|
2016
Q3 | $24.1M | Buy |
746,605
+121,812
| +19% | +$3.93M | 0.3% | 96 |
|
|
2016
Q2 | $18.6M | Sell |
624,793
-4,555
| -0.7% | -$135K | 0.28% | 101 |
|
|
2016
Q1 | $20.9M | Buy |
629,348
+12,856
| +2% | +$427K | 0.34% | 83 |
|
|
2015
Q4 | $19.6M | Sell |
616,492
-31,884
| -5% | -$1.01M | 0.32% | 87 |
|
|
2015
Q3 | $17.8M | Sell |
648,376
-2,328
| -0.4% | -$64K | 0.3% | 87 |
|
|
2015
Q2 | $24.8M | Buy |
650,704
+201,183
| +45% | +$7.67M | 0.38% | 70 |
|
|
2015
Q1 | $18.6M | Buy |
449,521
+82,407
| +22% | +$3.41M | 0.29% | 89 |
|
|
2014
Q4 | $14.5M | Buy |
367,114
+224
| +0.1% | +$8.82K | 0.24% | 116 |
|
|
2014
Q3 | $13.8M | Buy |
366,890
+61
| +0% | +$2.29K | 0.25% | 121 |
|
|
2014
Q2 | $14.9M | Buy |
366,829
+6,125
| +2% | +$249K | 0.25% | 113 |
|
|
2014
Q1 | $15.6M | Sell |
360,704
-21,150
| -6% | -$916K | 0.27% | 102 |
|
|
2013
Q4 | $15.6M | Buy |
381,854
+106,187
| +39% | +$4.34M | 0.26% | 99 |
|
|
2013
Q3 | $10M | Buy |
+275,667
| New | +$10M | 0.19% | 126 |
|