NRD
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Nebula Research & Development’s Helios Technologies HLIO Stock Holding History

Nebula Research & Development’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
Q1 		– Sell
-8,782
Closed -$398K – 840
2023
Q4 		$398K Buy
+8,782
New +$406K 0.12% 320

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Nebula Research & Development's HLIO Position: Q1 2024 in Review

Nebula Research & Development sold out of Helios Technologies (HLIO) in Q1 2024, closing a stake of 8,782 shares — an estimated $398K sold.

Nebula Research & Development first reported a position in HLIO in Q4 2023 and held it in 1 quarter. The position peaked at $398K in Q4 2023. 180 funds tracked by Wall St. Rank hold HLIO as of Q1 2024.

  • Nebula Research & Development reported no remaining Helios Technologies position as of Q1 2024 after selling out during the quarter.
  • Nebula Research & Development sold 8,782 Helios Technologies shares in Q1 2024, an estimated $398K.
  • Nebula Research & Development first reported a position in Helios Technologies in Q4 2023 and held it in 1 quarter.
  • Nebula Research & Development's Helios Technologies position peaked at $398K in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2024.

Based on Nebula Research & Development's 13F filing for Q1 2024, filed 15 May 2024.