Mackenzie Financial’s Helen of Troy HELE Stock Holding History

Mackenzie Financial’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
2022 Q3	–	Sell	-1,749	Closed	-$284K	–	1472
2022 Q2	$284K	Buy	1,749 +369	+27%	+$69.6K	﹤0.01%	1115
2022 Q1	$270K	Sell	1,380 -20	-1%	-$4.21K	﹤0.01%	1168
2021 Q4	$342K	Buy	1,400 +18	+1%	+$4.27K	﹤0.01%	1099
2021 Q3	$311K	Buy	+1,382	New	+$316K	﹤0.01%	1126
2019 Q2	–	Sell	-5,210	Closed	-$604K	–	1164
2019 Q1	$604K	Buy	+5,210	New	+$601K	﹤0.01%	994

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Mackenzie Financial's HELE Position: Q3 2022 in Review

Mackenzie Financial sold out of Helen of Troy (HELE) in Q3 2022, closing a stake of 1,749 shares — an estimated $284K sold.

Mackenzie Financial first reported a position in HELE in Q1 2019 and held it in 5 quarters. The position peaked at $604K in Q1 2019. 256 funds tracked by Wall St. Rank hold HELE as of Q3 2022.

Mackenzie Financial reported no remaining Helen of Troy position as of Q3 2022 after selling out during the quarter.
Mackenzie Financial sold 1,749 Helen of Troy shares in Q3 2022, an estimated $284K.
Mackenzie Financial first reported a position in Helen of Troy in Q1 2019 and held it in 5 quarters.
Mackenzie Financial's Helen of Troy position peaked at $604K in Q1 2019.
256 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2022.

Based on Mackenzie Financial's 13F filing for Q3 2022, filed 7 Oct 2022.