OC
HELE icon

Oppenheimer & Co’s Helen of Troy HELE Stock Holding History

Oppenheimer & Co’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
2021
Q2 		– Sell
-2,644
Closed -$557K – 1533
2021
Q1 		$557K Buy
2,644
+963
+57% +$217K 0.01% 920
2020
Q4 		$374K Buy
+1,681
New +$346K 0.01% 1002

Other funds holding HELE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Oppenheimer & Co's HELE Position: Q2 2021 in Review

Oppenheimer & Co sold out of Helen of Troy (HELE) in Q2 2021, closing a stake of 2,644 shares — an estimated $557K sold.

Oppenheimer & Co first reported a position in HELE in Q4 2020 and held it in 2 quarters. The position peaked at $557K in Q1 2021. 287 funds tracked by Wall St. Rank hold HELE as of Q2 2021.

  • Oppenheimer & Co reported no remaining Helen of Troy position as of Q2 2021 after selling out during the quarter.
  • Oppenheimer & Co sold 2,644 Helen of Troy shares in Q2 2021, an estimated $557K.
  • Oppenheimer & Co first reported a position in Helen of Troy in Q4 2020 and held it in 2 quarters.
  • Oppenheimer & Co's Helen of Troy position peaked at $557K in Q1 2021.
  • 287 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2021.

Based on Oppenheimer & Co's 13F filing for Q2 2021, filed 3 Aug 2021.