MCM
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Melvin Capital Management’s Helen of Troy HELE Stock Holding History

Melvin Capital 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
2021
Q1 		– Sell
-200,000
Closed -$44.4M – 104
2020
Q4 		$44.4M Buy
+200,000
New +$41.2M 0.19% 76

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Fidelity Investments
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Capital Research Global Investors
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JP Morgan Chase
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Wells Fargo
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CB
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return