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Leap Investments’s Helen of Troy HELE Stock Holding History

Leap Investments’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
-1,200
Closed -$216K – 449
2019
Q4 		$216K Buy
+1,200
New +$192K 0.1% 312
2019
Q3 		– Sell
-4,700
Closed -$614K – 437
2019
Q2 		$614K Buy
+4,700
New +$615K 0.83% 27

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Leap Investments's HELE Position: Q1 2020 in Review

Leap Investments sold out of Helen of Troy (HELE) in Q1 2020, closing a stake of 1,200 shares — an estimated $216K sold.

Leap Investments first reported a position in HELE in Q2 2019 and held it in 2 quarters. The position peaked at $614K in Q2 2019. 262 funds tracked by Wall St. Rank hold HELE as of Q1 2020.

  • Leap Investments reported no remaining Helen of Troy position as of Q1 2020 after selling out during the quarter.
  • Leap Investments sold 1,200 Helen of Troy shares in Q1 2020, an estimated $216K.
  • Leap Investments first reported a position in Helen of Troy in Q2 2019 and held it in 2 quarters.
  • Leap Investments's Helen of Troy position peaked at $614K in Q2 2019.
  • 262 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2020.

Based on Leap Investments's 13F filing for Q1 2020, filed 15 May 2020.