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Natixis Investment Managers International’s Helios Technologies HLIO Stock Holding History

Natixis Investment Managers International’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
Q4 		$762K Buy
+17,070
New +$845K 0.06% 88
2023
Q4 		– Sell
-1,078
Closed -$59.8K – 236
2023
Q3 		$59.8K Sell
1,078
-70
-6% -$4.16K ﹤0.01% 225
2023
Q2 		$75.9K Sell
1,148
-429
-27% -$25.4K 0.01% 215
2023
Q1 		$103K Sell
1,577
-770
-33% -$50.1K 0.01% 196
2022
Q4 		$128K Sell
2,347
-87
-4% -$4.69K 0.01% 198
2022
Q3 		$123K Hold
2,434
– – 0.01% 196
2022
Q2 		$161K Sell
2,434
-513
-17% -$35.6K ﹤0.01% 436
2022
Q1 		$236K Buy
2,947
+1,283
+77% +$102K ﹤0.01% 418
2021
Q4 		$175K Sell
1,664
-822
-33% -$79.9K 0.01% 163
2021
Q3 		$204K Sell
2,486
-150
-6% -$12.2K 0.01% 165
2021
Q2 		$205K Sell
2,636
-71
-3% -$5.2K 0.01% 169
2021
Q1 		$197K Sell
2,707
-113
-4% -$7.23K 0.01% 170
2020
Q4 		$150K Buy
+2,820
New +$133K 0.01% 208

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $4.6B AUM 16.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Natixis Investment Managers International's HLIO Position: Q4 2024 in Review

Natixis Investment Managers International opened a new position in Helios Technologies (HLIO) in Q4 2024: 17,070 shares worth $762K. The stake represents 0.06% of the portfolio and ranks #88 among its holdings. This is a return to the name: Natixis Investment Managers International previously reported a position in HLIO as recently as Q3 2023.

Natixis Investment Managers International first reported a position in HLIO in Q4 2020 and has held it in 13 quarters since. 172 funds tracked by Wall St. Rank hold HLIO as of Q4 2024.

  • Natixis Investment Managers International held 17,070 shares of Helios Technologies worth $762K as of Q4 2024.
  • Helios Technologies was a new Natixis Investment Managers International position in Q4 2024.
  • Helios Technologies made up 0.06% of Natixis Investment Managers International's portfolio in Q4 2024, its #88 holding.
  • Natixis Investment Managers International first reported a position in Helios Technologies in Q4 2020 and has held it in 13 quarters since.
  • 172 funds tracked by Wall St. Rank held Helios Technologies as of Q4 2024.

Based on Natixis Investment Managers International's 13F filing for Q4 2024, filed 13 Feb 2025.