Lord, Abbett & Co
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Lord, Abbett & Co’s Helios Technologies HLIO Stock Holding History

Lord, Abbett & Co’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
2018
Q1 		– Sell
-120,000
Closed -$7.76M – 855
2017
Q4 		$7.76M Buy
+120,000
New +$7.01M 0.02% 666

Other funds holding HLIO

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Lord, Abbett & Co's HLIO Position: Q1 2018 in Review

Lord, Abbett & Co sold out of Helios Technologies (HLIO) in Q1 2018, closing a stake of 120,000 shares — an estimated $7.76M sold.

Lord, Abbett & Co first reported a position in HLIO in Q4 2017 and held it in 1 quarter. The position peaked at $7.76M in Q4 2017. 139 funds tracked by Wall St. Rank hold HLIO as of Q1 2018.

  • Lord, Abbett & Co reported no remaining Helios Technologies position as of Q1 2018 after selling out during the quarter.
  • Lord, Abbett & Co sold 120,000 Helios Technologies shares in Q1 2018, an estimated $7.76M.
  • Lord, Abbett & Co first reported a position in Helios Technologies in Q4 2017 and held it in 1 quarter.
  • Lord, Abbett & Co's Helios Technologies position peaked at $7.76M in Q4 2017.
  • 139 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2018.

Based on Lord, Abbett & Co's 13F filing for Q1 2018, filed 15 May 2018.