Pictet Asset Management (Switzerland)’s Helen of Troy HELE Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$276K	Hold	2,552	–	–	﹤0.01%	1557
2023 Q1	$243K	Hold	2,552	–	–	﹤0.01%	1634
2022 Q4	$283K	Buy	+2,552	New	+$248K	﹤0.01%	1519
2022 Q3	–	Sell	-1,600	Closed	-$260K	–	1585
2022 Q2	$260K	Hold	1,600	–	–	﹤0.01%	1336
2022 Q1	$313K	Hold	1,600	–	–	﹤0.01%	1341
2021 Q4	$391K	Hold	1,600	–	–	﹤0.01%	1279
2021 Q3	$359K	Buy	+1,600	New	+$366K	﹤0.01%	1334

Other funds holding HELE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s HELE Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) held its Helen of Troy (HELE) position steady in Q2 2023 at 2,552 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Pictet Asset Management (Switzerland) first reported a position in HELE in Q3 2021 and has held it in 7 quarters since. The position peaked at $391K in Q4 2021. 248 funds tracked by Wall St. Rank hold HELE as of Q2 2023.

Pictet Asset Management (Switzerland) held 2,552 shares of Helen of Troy worth $276K as of Q2 2023.
Pictet Asset Management (Switzerland) left its Helen of Troy share count unchanged in Q2 2023.
Helen of Troy made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1557 holding.
Pictet Asset Management (Switzerland) first reported a position in Helen of Troy in Q3 2021 and has held it in 7 quarters since.
Pictet Asset Management (Switzerland)'s Helen of Troy position peaked at $391K in Q4 2021.
248 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.