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

Pictet Asset Management (UK)’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 		$365K Sell
1,600
-300
-16% -$66K ﹤0.01% 1336
2021
Q1 		$400K Sell
1,900
-200
-10% -$45.1K ﹤0.01% 1290
2020
Q4 		$467K Buy
2,100
+100
+5% +$20.6K ﹤0.01% 1190
2020
Q3 		$387K Buy
+2,000
New +$397K ﹤0.01% 1137

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

Pictet Asset Management (UK)'s HELE Position: Q2 2021 in Review

Pictet Asset Management (UK) reduced its Helen of Troy (HELE) stake by 16% in Q2 2021, selling an estimated $66K and leaving 1,600 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Pictet Asset Management (UK) first reported a position in HELE in Q3 2020 and has held it in 4 quarters since. The position peaked at $467K in Q4 2020. 287 funds tracked by Wall St. Rank hold HELE as of Q2 2021.

  • Pictet Asset Management (UK) held 1,600 shares of Helen of Troy worth $365K as of Q2 2021.
  • Pictet Asset Management (UK) sold 300 Helen of Troy shares in Q2 2021, an estimated $66K.
  • Helen of Troy made up ﹤0.01% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #1336 holding.
  • Pictet Asset Management (UK) first reported a position in Helen of Troy in Q3 2020 and has held it in 4 quarters since.
  • Pictet Asset Management (UK)'s Helen of Troy position peaked at $467K in Q4 2020.
  • 287 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.