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Palouse Capital Management’s Helen of Troy HELE Stock Holding History

Palouse Capital Management’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
2018
Q3 		– Sell
-2,727
Closed -$268K – 109
2018
Q2 		$268K Buy
2,727
+170
+7% +$15.5K 0.09% 85
2018
Q1 		$222K Buy
2,557
+40
+2% +$3.64K 0.07% 94
2017
Q4 		$243K Sell
2,517
-68
-3% -$6.26K 0.08% 85
2017
Q3 		$250K Buy
2,585
+24
+0.9% +$2.31K 0.08% 88
2017
Q2 		$241K Sell
2,561
-173
-6% -$16.1K 0.09% 89
2017
Q1 		$258K Hold
2,734
– – 0.1% 81
2016
Q4 		$231K Buy
+2,734
New +$229K 0.09% 87

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Palouse Capital Management's HELE Position: Q3 2018 in Review

Palouse Capital Management sold out of Helen of Troy (HELE) in Q3 2018, closing a stake of 2,727 shares — an estimated $268K sold.

Palouse Capital Management first reported a position in HELE in Q4 2016 and held it in 7 quarters. The position peaked at $268K in Q2 2018. 262 funds tracked by Wall St. Rank hold HELE as of Q3 2018.

  • Palouse Capital Management reported no remaining Helen of Troy position as of Q3 2018 after selling out during the quarter.
  • Palouse Capital Management sold 2,727 Helen of Troy shares in Q3 2018, an estimated $268K.
  • Palouse Capital Management first reported a position in Helen of Troy in Q4 2016 and held it in 7 quarters.
  • Palouse Capital Management's Helen of Troy position peaked at $268K in Q2 2018.
  • 262 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2018.

Based on Palouse Capital Management's 13F filing for Q3 2018, filed 29 Oct 2018.