Principal Financial Group
HLIO icon

Principal Financial Group’s Helios Technologies HLIO Stock Holding History

Principal Financial Group’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,871
Closed -$256K – 2451
2023
Q2 		$256K Buy
3,871
+286
+8% +$16.9K ﹤0.01% 2119
2023
Q1 		$234K Sell
3,585
-355
-9% -$23.1K ﹤0.01% 2142
2022
Q4 		$214K Sell
3,940
-3,824
-49% -$206K ﹤0.01% 2178
2022
Q3 		$393K Sell
7,764
-5,670
-42% -$343K ﹤0.01% 2011
2022
Q2 		$890K Sell
13,434
-2,899
-18% -$201K ﹤0.01% 1942
2022
Q1 		$1.31M Sell
16,333
-4,872
-23% -$388K ﹤0.01% 1929
2021
Q4 		$2.23M Sell
21,205
-7,348
-26% -$714K ﹤0.01% 1839
2021
Q3 		$2.34M Buy
28,553
+1,458
+5% +$119K ﹤0.01% 1843
2021
Q2 		$2.12M Buy
27,095
+8,517
+46% +$623K ﹤0.01% 1892
2021
Q1 		$1.35M Buy
18,578
+1,142
+7% +$73K ﹤0.01% 1930
2020
Q4 		$930K Buy
+17,436
New +$820K ﹤0.01% 1960
2018
Q4 		– Sell
-17,137
Closed -$938K – 2271
2018
Q3 		$938K Buy
17,137
+4,353
+34% +$221K ﹤0.01% 1858
2018
Q2 		$616K Buy
12,784
+5,480
+75% +$277K ﹤0.01% 1925
2018
Q1 		$391K Buy
7,304
+693
+10% +$40.8K ﹤0.01% 1978
2017
Q4 		$428K Buy
6,611
+2,234
+51% +$130K ﹤0.01% 1989
2017
Q3 		$236K Buy
+4,377
New +$203K ﹤0.01% 2070
2014
Q2 		– Sell
-6,912
Closed -$299K – 2263
2014
Q1 		$299K Buy
6,912
+960
+16% +$39K ﹤0.01% 1992
2013
Q4 		$243K Hold
5,952
– – ﹤0.01% 2082
2013
Q3 		$216K Sell
5,952
-1,727
-22% -$56.5K ﹤0.01% 2087
2013
Q2 		$240K Buy
+7,679
New +$245K ﹤0.01% 2018

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Principal Financial Group's HLIO Position: Q3 2023 in Review

Principal Financial Group sold out of Helios Technologies (HLIO) in Q3 2023, closing a stake of 3,871 shares — an estimated $256K sold.

Principal Financial Group first reported a position in HLIO in Q2 2013 and held it in 20 quarters. The position peaked at $2.34M in Q3 2021. 156 funds tracked by Wall St. Rank hold HLIO as of Q3 2023.

  • Principal Financial Group reported no remaining Helios Technologies position as of Q3 2023 after selling out during the quarter.
  • Principal Financial Group sold 3,871 Helios Technologies shares in Q3 2023, an estimated $256K.
  • Principal Financial Group first reported a position in Helios Technologies in Q2 2013 and held it in 20 quarters.
  • Principal Financial Group's Helios Technologies position peaked at $2.34M in Q3 2021.
  • 156 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2023.

Based on Principal Financial Group's 13F filing for Q3 2023, filed 2 Nov 2023.