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Piedmont Investment Advisors’s Helen of Troy HELE Stock Holding History

Piedmont Investment Advisors’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
2020
Q2 		– Sell
-2,362
Closed -$340K – 303
2020
Q1 		$340K Buy
2,362
+1
+0% +$169 0.01% 553
2019
Q4 		$424K Sell
2,361
-348
-13% -$55.8K 0.01% 589
2019
Q3 		$427K Sell
2,709
-569
-17% -$84.6K 0.02% 589
2019
Q2 		$428K Buy
+3,278
New +$429K 0.02% 605
2018
Q3 		– Sell
-495
Closed -$49K – 1577
2018
Q2 		$49K Buy
+495
New +$45.1K ﹤0.01% 1299
2014
Q3 		– Sell
-106
Closed -$6.43K – 328
2014
Q2 		$6.43K Buy
106
+38
+56% +$2.36K ﹤0.01% 202
2014
Q1 		$4.71K Buy
+68
New +$4.13K ﹤0.01% 214

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Piedmont Investment Advisors's HELE Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Helen of Troy (HELE) in Q2 2020, closing a stake of 2,362 shares — an estimated $340K sold.

Piedmont Investment Advisors first reported a position in HELE in Q1 2014 and held it in 7 quarters. The position peaked at $428K in Q2 2019. 269 funds tracked by Wall St. Rank hold HELE as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Helen of Troy position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 2,362 Helen of Troy shares in Q2 2020, an estimated $340K.
  • Piedmont Investment Advisors first reported a position in Helen of Troy in Q1 2014 and held it in 7 quarters.
  • Piedmont Investment Advisors's Helen of Troy position peaked at $428K in Q2 2019.
  • 269 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.