Mirae Asset Global Investments’s Helios Technologies HLIO Stock Holding History

Mirae Asset Global Investments’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
2024 Q2	–	Sell	-14,249	Closed	-$924K	–	1982
2024 Q1	$924K	Sell	14,249 -938	-6%	-$40.3K	﹤0.01%	1585
2023 Q4	$689K	Buy	15,187 +938	+7%	+$43.3K	﹤0.01%	1813
2023 Q3	$791K	Hold	14,249	–	–	﹤0.01%	1654
2023 Q2	$942K	Hold	14,249	–	–	﹤0.01%	1604
2023 Q1	$932K	Buy	14,249 +274	+2%	+$17.8K	﹤0.01%	1582
2022 Q4	$761K	Buy	13,975 +303	+2%	+$16.3K	﹤0.01%	1655
2022 Q3	$692K	Buy	+13,672	New	+$826K	﹤0.01%	1688

Other funds holding HLIO

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Mirae Asset Global Investments's HLIO Position: Q2 2024 in Review

Mirae Asset Global Investments sold out of Helios Technologies (HLIO) in Q2 2024, closing a stake of 14,249 shares — an estimated $924K sold.

Mirae Asset Global Investments first reported a position in HLIO in Q3 2022 and held it in 7 quarters. The position peaked at $942K in Q2 2023. 172 funds tracked by Wall St. Rank hold HLIO as of Q2 2024.

Mirae Asset Global Investments reported no remaining Helios Technologies position as of Q2 2024 after selling out during the quarter.
Mirae Asset Global Investments sold 14,249 Helios Technologies shares in Q2 2024, an estimated $924K.
Mirae Asset Global Investments first reported a position in Helios Technologies in Q3 2022 and held it in 7 quarters.
Mirae Asset Global Investments's Helios Technologies position peaked at $942K in Q2 2023.
172 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2024.

Based on Mirae Asset Global Investments's 13F filing for Q2 2024, filed 30 Jul 2024.