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Lucus Advisors’s Helen of Troy HELE Stock Holding History

Lucus 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
2018
Q1 		$222K Buy
+2,552
New +$232K 0.39% 86

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Lucus Advisors's HELE Position: Q1 2018 in Review

Lucus Advisors opened a new position in Helen of Troy (HELE) in Q1 2018: 2,552 shares worth $222K. The stake represents 0.39% of the portfolio and ranks #86 among its holdings.

231 funds tracked by Wall St. Rank hold HELE as of Q1 2018.

  • Lucus Advisors held 2,552 shares of Helen of Troy worth $222K as of Q1 2018.
  • Helen of Troy was a new Lucus Advisors position in Q1 2018.
  • Helen of Troy made up 0.39% of Lucus Advisors's portfolio in Q1 2018, its #86 holding.
  • 231 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.