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PEAK6 Investments’s Helios Technologies HLIO Stock Holding History

PEAK6 Investments’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
-500
Closed -$22.7K – 4300
2023
Q4 		$22.7K Buy
+500
New +$23.1K ﹤0.01% 3877
2019
Q3 		– Sell
-7,200
Closed -$334K – 3954
2019
Q2 		$334K Sell
7,200
-6,700
-48% -$313K ﹤0.01% 2558
2019
Q1 		$646K Buy
+13,900
New +$555K ﹤0.01% 2191

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

PEAK6 Investments's HLIO Position: Q2 2024 in Review

PEAK6 Investments sold out of Helios Technologies (HLIO) in Q2 2024, closing a stake of 3,653 shares — an estimated $163K sold.

PEAK6 Investments first reported a position in HLIO in Q1 2019 and held it in 5 quarters. The position peaked at $2.83M in Q4 2021. 172 funds tracked by Wall St. Rank hold HLIO as of Q2 2024.

  • PEAK6 Investments reported no remaining Helios Technologies position as of Q2 2024 after selling out during the quarter.
  • PEAK6 Investments sold 3,653 Helios Technologies shares in Q2 2024, an estimated $163K.
  • PEAK6 Investments first reported a position in Helios Technologies in Q1 2019 and held it in 5 quarters.
  • PEAK6 Investments's Helios Technologies position peaked at $2.83M in Q4 2021.
  • 172 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2024.

Based on PEAK6 Investments's 13F filing for Q2 2024, filed 14 Aug 2024.