LM Advisors’s Helen of Troy HELE Stock Holding History

LM 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
2024 Q1	–	Sell	-39	Closed	-$4.71K	–	424
2023 Q4	$4.71K	Buy	+39	New	+$4.2K	﹤0.01%	598

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

LM Advisors's HELE Position: Q1 2024 in Review

LM Advisors sold out of Helen of Troy (HELE) in Q1 2024, closing a stake of 39 shares — an estimated $4.71K sold.

LM Advisors first reported a position in HELE in Q4 2023 and held it in 1 quarter. The position peaked at $4.71K in Q4 2023. 272 funds tracked by Wall St. Rank hold HELE as of Q1 2024.

LM Advisors reported no remaining Helen of Troy position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 39 Helen of Troy shares in Q1 2024, an estimated $4.71K.
LM Advisors first reported a position in Helen of Troy in Q4 2023 and held it in 1 quarter.
LM Advisors's Helen of Troy position peaked at $4.71K in Q4 2023.
272 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.