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Neumeier Poma Investment Counsel’s Helen of Troy HELE Stock Holding History

Neumeier Poma Investment Counsel’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
2022
Q4 		– Sell
-96,215
Closed -$9.28M – 43
2022
Q3 		$9.28M Sell
96,215
-85,470
-47% -$11M 0.92% 38
2022
Q2 		$29.5M Sell
181,685
-47,578
-21% -$8.97M 2.31% 19
2022
Q1 		$44.9M Sell
229,263
-24,425
-10% -$5.15M 3.01% 13
2021
Q4 		$62M Buy
253,688
+2,600
+1% +$616K 3.46% 8
2021
Q3 		$56.4M Sell
251,088
-5,055
-2% -$1.16M 3.35% 8
2021
Q2 		$58.4M Sell
256,143
-65,605
-20% -$14.4M 3.42% 9
2021
Q1 		$67.8M Sell
321,748
-910
-0.3% -$205K 4.07% 6
2020
Q4 		$71.7M Buy
322,658
+4,385
+1% +$903K 4.76% 2
2020
Q3 		$61.6M Buy
318,273
+2,120
+0.7% +$421K 5.07% 2
2020
Q2 		$59.6M Buy
316,153
+2,615
+0.8% +$428K 5.37% 2
2020
Q1 		$45.2M Sell
313,538
-95
-0% -$16.1K 4.65% 2
2019
Q4 		$56.4M Sell
313,633
-460
-0.1% -$73.8K 4.32% 5
2019
Q3 		$49.5M Buy
314,093
+285
+0.1% +$42.4K 4.14% 5
2019
Q2 		$41M Buy
313,808
+2,985
+1% +$391K 3.39% 8
2019
Q1 		$36M Buy
310,823
+53,345
+21% +$6.15M 3.03% 9
2018
Q4 		$33.8M Buy
257,478
+17,788
+7% +$2.33M 3.2% 10
2018
Q3 		$31.4M Buy
239,690
+55,950
+30% +$6.59M 2.6% 17
2018
Q2 		$18.1M Buy
183,740
+67,065
+57% +$6.11M 1.68% 25
2018
Q1 		$10.2M Buy
+116,675
New +$10.6M 1.05% 38

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Neumeier Poma Investment Counsel's HELE Position: Q4 2022 in Review

Neumeier Poma Investment Counsel sold out of Helen of Troy (HELE) in Q4 2022, closing a stake of 96,215 shares — an estimated $9.28M sold.

Neumeier Poma Investment Counsel first reported a position in HELE in Q1 2018 and held it in 19 quarters. The position peaked at $71.7M in Q4 2020. 246 funds tracked by Wall St. Rank hold HELE as of Q4 2022.

  • Neumeier Poma Investment Counsel reported no remaining Helen of Troy position as of Q4 2022 after selling out during the quarter.
  • Neumeier Poma Investment Counsel sold 96,215 Helen of Troy shares in Q4 2022, an estimated $9.28M.
  • Neumeier Poma Investment Counsel first reported a position in Helen of Troy in Q1 2018 and held it in 19 quarters.
  • Neumeier Poma Investment Counsel's Helen of Troy position peaked at $71.7M in Q4 2020.
  • 246 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2022.

Based on Neumeier Poma Investment Counsel's 13F filing for Q4 2022, filed 10 Feb 2023.