Piermont Capital Management’s Helen of Troy HELE Stock Holding History

Piermont Capital Management’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
2017 Q4	–	Sell	-9,900	Closed	-$959K	–	248
2017 Q3	$959K	Sell	9,900 -8,970	-48%	-$863K	0.32%	112
2017 Q2	$1.78M	Sell	18,870 -2,010	-10%	-$187K	0.51%	75
2017 Q1	$1.97M	Buy	20,880 +7,410	+55%	+$699K	0.47%	93
2016 Q4	$1.14M	Sell	13,470 -260	-2%	-$21.7K	0.26%	151
2016 Q3	$1.18M	Buy	+13,730	New	+$1.29M	0.28%	144
2016 Q2	–	Sell	-4,530	Closed	-$470K	–	261
2016 Q1	$470K	Buy	+4,530	New	+$423K	0.15%	153

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Piermont Capital Management's HELE Position: Q4 2017 in Review

Piermont Capital Management sold out of Helen of Troy (HELE) in Q4 2017, closing a stake of 9,900 shares — an estimated $959K sold.

Piermont Capital Management first reported a position in HELE in Q1 2016 and held it in 6 quarters. The position peaked at $1.97M in Q1 2017. 229 funds tracked by Wall St. Rank hold HELE as of Q4 2017.

Piermont Capital Management reported no remaining Helen of Troy position as of Q4 2017 after selling out during the quarter.
Piermont Capital Management sold 9,900 Helen of Troy shares in Q4 2017, an estimated $959K.
Piermont Capital Management first reported a position in Helen of Troy in Q1 2016 and held it in 6 quarters.
Piermont Capital Management's Helen of Troy position peaked at $1.97M in Q1 2017.
229 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2017.

Based on Piermont Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.