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Nachman Norwood & Parrott’s Helios Technologies HLIO Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-135
Closed -$5K – 589
2020
Q3 		$5K Buy
+135
New +$5.23K ﹤0.01% 955

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

Nachman Norwood & Parrott sold out of Helios Technologies (HLIO) in Q4 2020, closing a stake of 135 shares — an estimated $5K sold.

Nachman Norwood & Parrott first reported a position in HLIO in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 134 funds tracked by Wall St. Rank hold HLIO as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Helios Technologies position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 135 Helios Technologies shares in Q4 2020, an estimated $5K.
  • Nachman Norwood & Parrott first reported a position in Helios Technologies in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Helios Technologies position peaked at $5K in Q3 2020.
  • 134 funds tracked by Wall St. Rank held Helios Technologies as of Q4 2020.

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