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Lenox Wealth Advisors’s Helen of Troy HELE Stock Holding History

Lenox Wealth Advisors’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
Q2 		– Sell
-24
Closed -$3K – 676
2020
Q1 		$3K Hold
24
– – ﹤0.01% 507
2019
Q4 		$4K Hold
24
– – ﹤0.01% 508
2019
Q3 		$4K Buy
+24
New +$3.57K ﹤0.01% 422

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lenox Wealth Advisors's HELE Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Helen of Troy (HELE) in Q2 2020, closing a stake of 24 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in HELE in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 269 funds tracked by Wall St. Rank hold HELE as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Helen of Troy position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 24 Helen of Troy shares in Q2 2020, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Helen of Troy in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Helen of Troy position peaked at $4K in Q4 2019.
  • 269 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.