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Leap Investments’s Helios Technologies HLIO Stock Holding History

Leap Investments’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$264K Buy
+7,100
New +$242K 0.17% 231

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Leap Investments's HLIO Position: Q2 2020 in Review

Leap Investments opened a new position in Helios Technologies (HLIO) in Q2 2020: 7,100 shares worth $264K. The stake represents 0.17% of the portfolio and ranks #231 among its holdings.

121 funds tracked by Wall St. Rank hold HLIO as of Q2 2020.

  • Leap Investments held 7,100 shares of Helios Technologies worth $264K as of Q2 2020.
  • Helios Technologies was a new Leap Investments position in Q2 2020.
  • Helios Technologies made up 0.17% of Leap Investments's portfolio in Q2 2020, its #231 holding.
  • 121 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2020.

Based on Leap Investments's 13F filing for Q2 2020, filed 3 Aug 2020.