Pier Capital’s Helen of Troy HELE Stock Holding History

Pier Capital’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 Q4	–	Sell	-35,894	Closed	-$6.95M	–	122
2020 Q3	$6.95M	Sell	35,894 -11,689	-25%	-$2.32M	1.01%	54
2020 Q2	$8.97M	Buy	+47,583	New	+$7.79M	1.44%	4

Other funds holding HELE

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

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pier Capital's HELE Position: Q4 2020 in Review

Pier Capital sold out of Helen of Troy (HELE) in Q4 2020, closing a stake of 35,894 shares — an estimated $6.95M sold.

Pier Capital first reported a position in HELE in Q2 2020 and held it in 2 quarters. The position peaked at $8.97M in Q2 2020. 308 funds tracked by Wall St. Rank hold HELE as of Q4 2020.

Pier Capital reported no remaining Helen of Troy position as of Q4 2020 after selling out during the quarter.
Pier Capital sold 35,894 Helen of Troy shares in Q4 2020, an estimated $6.95M.
Pier Capital first reported a position in Helen of Troy in Q2 2020 and held it in 2 quarters.
Pier Capital's Helen of Troy position peaked at $8.97M in Q2 2020.
308 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2020.

Based on Pier Capital's 13F filing for Q4 2020, filed 16 Feb 2021.