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M&G Investment Management’s Helen of Troy HELE Stock Holding History

M&G Investment Management’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
-3,066
Closed -$442K – 425
2020
Q1 		$442K Buy
+3,066
New +$519K 0.01% 344

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

M&G Investment Management's HELE Position: Q2 2020 in Review

M&G Investment Management sold out of Helen of Troy (HELE) in Q2 2020, closing a stake of 3,066 shares — an estimated $442K sold.

M&G Investment Management first reported a position in HELE in Q1 2020 and held it in 1 quarter. The position peaked at $442K in Q1 2020. 269 funds tracked by Wall St. Rank hold HELE as of Q2 2020.

  • M&G Investment Management reported no remaining Helen of Troy position as of Q2 2020 after selling out during the quarter.
  • M&G Investment Management sold 3,066 Helen of Troy shares in Q2 2020, an estimated $442K.
  • M&G Investment Management first reported a position in Helen of Troy in Q1 2020 and held it in 1 quarter.
  • M&G Investment Management's Helen of Troy position peaked at $442K in Q1 2020.
  • 269 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2020.

Based on M&G Investment Management's 13F filing for Q2 2020, filed 22 Jul 2020.