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Nebula Research & Development’s Helen of Troy HELE Stock Holding History

Nebula Research & Development’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
2024
Q2 		– Sell
-5,306
Closed -$611K – 899
2024
Q1 		$611K Buy
+5,306
New +$634K 0.13% 292
2023
Q2 		– Sell
-3,310
Closed -$315K – 385
2023
Q1 		$315K Buy
+3,310
New +$354K 0.56% 97

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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Nebula Research & Development's HELE Position: Q2 2024 in Review

Nebula Research & Development sold out of Helen of Troy (HELE) in Q2 2024, closing a stake of 5,306 shares — an estimated $611K sold.

Nebula Research & Development first reported a position in HELE in Q1 2023 and held it in 2 quarters. The position peaked at $611K in Q1 2024. 254 funds tracked by Wall St. Rank hold HELE as of Q2 2024.

  • Nebula Research & Development reported no remaining Helen of Troy position as of Q2 2024 after selling out during the quarter.
  • Nebula Research & Development sold 5,306 Helen of Troy shares in Q2 2024, an estimated $611K.
  • Nebula Research & Development first reported a position in Helen of Troy in Q1 2023 and held it in 2 quarters.
  • Nebula Research & Development's Helen of Troy position peaked at $611K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2024.

Based on Nebula Research & Development's 13F filing for Q2 2024, filed 14 Aug 2024.