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McIlrath & Eck’s Helios Technologies HLIO Stock Holding History

McIlrath & Eck’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
2022
Q2 		– Sell
-50
Closed -$4K – 846
2022
Q1 		$4K Hold
50
– – ﹤0.01% 664
2021
Q4 		$5K Buy
+50
New +$4.86K ﹤0.01% 627

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

McIlrath & Eck's HLIO Position: Q2 2022 in Review

McIlrath & Eck sold out of Helios Technologies (HLIO) in Q2 2022, closing a stake of 50 shares — an estimated $4K sold.

McIlrath & Eck first reported a position in HLIO in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 164 funds tracked by Wall St. Rank hold HLIO as of Q2 2022.

  • McIlrath & Eck reported no remaining Helios Technologies position as of Q2 2022 after selling out during the quarter.
  • McIlrath & Eck sold 50 Helios Technologies shares in Q2 2022, an estimated $4K.
  • McIlrath & Eck first reported a position in Helios Technologies in Q4 2021 and held it in 2 quarters.
  • McIlrath & Eck's Helios Technologies position peaked at $5K in Q4 2021.
  • 164 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2022.

Based on McIlrath & Eck's 13F filing for Q2 2022, filed 29 Jul 2022.