Koch Industries’s Helen of Troy HELE Stock Holding History

Koch Industries’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
2018 Q2	–	Sell	-2,558	Closed	-$223K	–	278
2018 Q1	$223K	Buy	+2,558	New	+$233K	0.02%	769

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

CIP

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Koch Industries's HELE Position: Q2 2018 in Review

Koch Industries sold out of Helen of Troy (HELE) in Q2 2018, closing a stake of 2,558 shares — an estimated $223K sold.

Koch Industries first reported a position in HELE in Q1 2018 and held it in 1 quarter. The position peaked at $223K in Q1 2018. 250 funds tracked by Wall St. Rank hold HELE as of Q2 2018.

Koch Industries reported no remaining Helen of Troy position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 2,558 Helen of Troy shares in Q2 2018, an estimated $223K.
Koch Industries first reported a position in Helen of Troy in Q1 2018 and held it in 1 quarter.
Koch Industries's Helen of Troy position peaked at $223K in Q1 2018.
250 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.