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Pittenger & Anderson Inc’s Helen of Troy HELE Stock Holding History

Pittenger & Anderson Inc’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
2022
Q4 		– Sell
-9
Closed -$1K – 458
2022
Q3 		$1K Buy
+9
New +$1.16K ﹤0.01% 435

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Pittenger & Anderson Inc's HELE Position: Q4 2022 in Review

Pittenger & Anderson Inc sold out of Helen of Troy (HELE) in Q4 2022, closing a stake of 9 shares — an estimated $1K sold.

Pittenger & Anderson Inc first reported a position in HELE in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 245 funds tracked by Wall St. Rank hold HELE as of Q4 2022.

  • Pittenger & Anderson Inc reported no remaining Helen of Troy position as of Q4 2022 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 9 Helen of Troy shares in Q4 2022, an estimated $1K.
  • Pittenger & Anderson Inc first reported a position in Helen of Troy in Q3 2022 and held it in 1 quarter.
  • Pittenger & Anderson Inc's Helen of Troy position peaked at $1K in Q3 2022.
  • 245 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2022.

Based on Pittenger & Anderson Inc's 13F filing for Q4 2022, filed 10 Feb 2023.