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Mirabella Financial Services’s Helen of Troy HELE Stock Holding History

Mirabella Financial Services’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
2023
Q4 		– Sell
-3,443
Closed -$401K – 493
2023
Q3 		$401K Buy
+3,443
New +$429K 0.06% 249

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mirabella Financial Services's HELE Position: Q4 2023 in Review

Mirabella Financial Services sold out of Helen of Troy (HELE) in Q4 2023, closing a stake of 3,443 shares — an estimated $401K sold.

Mirabella Financial Services first reported a position in HELE in Q3 2023 and held it in 1 quarter. The position peaked at $401K in Q3 2023. 261 funds tracked by Wall St. Rank hold HELE as of Q4 2023.

  • Mirabella Financial Services reported no remaining Helen of Troy position as of Q4 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 3,443 Helen of Troy shares in Q4 2023, an estimated $401K.
  • Mirabella Financial Services first reported a position in Helen of Troy in Q3 2023 and held it in 1 quarter.
  • Mirabella Financial Services's Helen of Troy position peaked at $401K in Q3 2023.
  • 261 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2023.

Based on Mirabella Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.