Peoples Financial Services Corp’s Helen of Troy HELE Stock Holding History

Peoples Financial Services Corp’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 Q1	–	Sell	-76	Closed	-$17K	–	290
2020 Q4	$17K	Hold	76	–	–	0.01%	199
2020 Q3	$15K	Hold	76	–	–	0.01%	190
2020 Q2	$14K	Hold	76	–	–	0.01%	198
2020 Q1	$11K	Hold	76	–	–	0.01%	210
2019 Q4	$14K	Hold	76	–	–	0.01%	211
2019 Q3	$12K	Hold	76	–	–	0.01%	224
2019 Q2	$10K	Hold	76	–	–	0.01%	232
2019 Q1	$9K	Hold	76	–	–	﹤0.01%	233
2018 Q4	$10K	Hold	76	–	–	0.01%	216
2018 Q3	$10K	Hold	76	–	–	0.01%	230
2018 Q2	$7K	Hold	76	–	–	﹤0.01%	245
2018 Q1	$7K	Hold	76	–	–	﹤0.01%	250
2017 Q4	$7K	Hold	76	–	–	﹤0.01%	249
2017 Q3	$7K	Hold	76	–	–	﹤0.01%	242
2017 Q2	$7K	Hold	76	–	–	﹤0.01%	242
2017 Q1	$7K	Hold	76	–	–	﹤0.01%	244
2016 Q4	$8K	Hold	76	–	–	﹤0.01%	219
2016 Q3	$7K	Hold	76	–	–	﹤0.01%	232
2016 Q2	$8K	Hold	76	–	–	﹤0.01%	219
2016 Q1	$8K	Hold	76	–	–	0.01%	221
2015 Q4	$7K	Hold	76	–	–	﹤0.01%	227
2015 Q3	$7K	Hold	76	–	–	0.01%	229
2015 Q2	$7K	Hold	76	–	–	﹤0.01%	239
2015 Q1	$6K	Hold	76	–	–	﹤0.01%	248
2014 Q4	$5K	Hold	76	–	–	﹤0.01%	272
2014 Q3	$4K	Hold	76	–	–	﹤0.01%	274
2014 Q2	$5K	Hold	76	–	–	﹤0.01%	270
2014 Q1	$5K	Hold	76	–	–	﹤0.01%	262
2013 Q4	$4K	Buy	+76	New	+$3.56K	﹤0.01%	290

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Peoples Financial Services Corp's HELE Position: Q1 2021 in Review

Peoples Financial Services Corp sold out of Helen of Troy (HELE) in Q1 2021, closing a stake of 76 shares — an estimated $17K sold.

Peoples Financial Services Corp first reported a position in HELE in Q4 2013 and held it in 29 quarters. The position peaked at $17K in Q4 2020. 323 funds tracked by Wall St. Rank hold HELE as of Q1 2021.

Peoples Financial Services Corp reported no remaining Helen of Troy position as of Q1 2021 after selling out during the quarter.
Peoples Financial Services Corp sold 76 Helen of Troy shares in Q1 2021, an estimated $17K.
Peoples Financial Services Corp first reported a position in Helen of Troy in Q4 2013 and held it in 29 quarters.
Peoples Financial Services Corp's Helen of Troy position peaked at $17K in Q4 2020.
323 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2021.

Based on Peoples Financial Services Corp's 13F filing for Q1 2021, filed 15 Apr 2021.