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Lee Ainslie’s Helen of Troy HELE Stock Holding History

Lee Ainslie’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
2021
Q1 		– Sell
-5,802
Closed -$1.29M – 777
2020
Q4 		$1.29M Buy
+5,802
New +$1.2M 0.02% 197
2020
Q2 		– Sell
-39,494
Closed -$5.69M – 616
2020
Q1 		$5.69M Buy
39,494
+5,939
+18% +$1.01M 0.12% 75
2019
Q4 		$6.03M Buy
+33,555
New +$5.38M 0.09% 95
2019
Q2 		– Sell
-13,670
Closed -$1.58M – 308
2019
Q1 		$1.58M Buy
13,670
+1,800
+15% +$208K 0.02% 254
2018
Q4 		$1.56M Buy
+11,870
New +$1.56M 0.02% 244

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 $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lee Ainslie's HELE Position: Q1 2021 in Review

Lee Ainslie sold out of Helen of Troy (HELE) in Q1 2021, closing a stake of 5,802 shares — an estimated $1.29M sold.

Lee Ainslie first reported a position in HELE in Q4 2018 and held it in 5 quarters. The position peaked at $6.03M in Q4 2019. 323 funds tracked by Wall St. Rank hold HELE as of Q1 2021.

  • Lee Ainslie reported no remaining Helen of Troy position as of Q1 2021 after selling out during the quarter.
  • Lee Ainslie sold 5,802 Helen of Troy shares in Q1 2021, an estimated $1.29M.
  • Lee Ainslie first reported a position in Helen of Troy in Q4 2018 and held it in 5 quarters.
  • Lee Ainslie's Helen of Troy position peaked at $6.03M in Q4 2019.
  • 323 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2021.

Based on Maverick Capital's 13F filing for Q1 2021, filed 17 May 2021.