Maverick Capital’s Helen of Troy HELE Stock Holding History

Maverick Capital’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
2021 Q1	–	Sell	-5,802	Closed	-$1.29M	–	777
2020 Q4	$1.29M	Buy	+5,802	New	+$1.2M	0.02%	197
2020 Q2	–	Sell	-39,494	Closed	-$5.69M	–	616
2020 Q1	$5.69M	Buy	39,494 +5,939	+18%	+$1.01M	0.12%	75
2019 Q4	$6.03M	Buy	+33,555	New	+$5.38M	0.09%	95
2019 Q2	–	Sell	-13,670	Closed	-$1.58M	–	308
2019 Q1	$1.58M	Buy	13,670 +1,800	+15%	+$208K	0.02%	254
2018 Q4	$1.56M	Buy	+11,870	New	+$1.56M	0.02%	244

Other funds holding HELE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Maverick Capital's HELE Position: Q1 2021 in Review

Maverick Capital sold out of Helen of Troy (HELE) in Q1 2021, closing a stake of 5,802 shares — an estimated $1.29M sold.

Maverick Capital first reported a position in HELE in Q4 2018 and held it in 5 quarters. The position peaked at $6.03M in Q4 2019. 322 funds tracked by Wall St. Rank hold HELE as of Q1 2021.

Maverick Capital reported no remaining Helen of Troy position as of Q1 2021 after selling out during the quarter.
Maverick Capital sold 5,802 Helen of Troy shares in Q1 2021, an estimated $1.29M.
Maverick Capital first reported a position in Helen of Troy in Q4 2018 and held it in 5 quarters.
Maverick Capital's Helen of Troy position peaked at $6.03M in Q4 2019.
322 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2021.

Based on Maverick Capital's 13F filing for Q1 2021, filed 17 May 2021.