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Polar Asset Management Partners’s Helen of Troy HELE Stock Holding History

Polar Asset Management Partners’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
-3,014
Closed -$583K – 837
2020
Q3 		$583K Buy
+3,014
New +$599K 0.01% 362

Other funds holding HELE

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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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Polar Asset Management Partners's HELE Position: Q4 2020 in Review

Polar Asset Management Partners sold out of Helen of Troy (HELE) in Q4 2020, closing a stake of 3,014 shares — an estimated $583K sold.

Polar Asset Management Partners first reported a position in HELE in Q3 2020 and held it in 1 quarter. The position peaked at $583K in Q3 2020. 308 funds tracked by Wall St. Rank hold HELE as of Q4 2020.

  • Polar Asset Management Partners reported no remaining Helen of Troy position as of Q4 2020 after selling out during the quarter.
  • Polar Asset Management Partners sold 3,014 Helen of Troy shares in Q4 2020, an estimated $583K.
  • Polar Asset Management Partners first reported a position in Helen of Troy in Q3 2020 and held it in 1 quarter.
  • Polar Asset Management Partners's Helen of Troy position peaked at $583K in Q3 2020.
  • 308 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2020.

Based on Polar Asset Management Partners's 13F filing for Q4 2020, filed 16 Feb 2021.