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Nachman Norwood & Parrott’s Helen of Troy HELE Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-96
Closed -$19K – 584
2020
Q3 		$19K Buy
+96
New +$19.1K ﹤0.01% 632

Other funds holding HELE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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 $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nachman Norwood & Parrott's HELE Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Helen of Troy (HELE) in Q4 2020, closing a stake of 96 shares — an estimated $19K sold.

Nachman Norwood & Parrott first reported a position in HELE in Q3 2020 and held it in 1 quarter. The position peaked at $19K in Q3 2020. 308 funds tracked by Wall St. Rank hold HELE as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Helen of Troy position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 96 Helen of Troy shares in Q4 2020, an estimated $19K.
  • Nachman Norwood & Parrott first reported a position in Helen of Troy in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Helen of Troy position peaked at $19K in Q3 2020.
  • 308 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.