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QS Investors’s Helen of Troy HELE Stock Holding History

QS Investors’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
2019
Q1 		– Sell
-7
Closed -$1K – 1739
2018
Q4 		$1K Hold
7
– – ﹤0.01% 1746
2018
Q3 		$1K Hold
7
– – ﹤0.01% 1752
2018
Q2 		$1K Hold
7
– – ﹤0.01% 1770
2018
Q1 		$1K Hold
7
– – ﹤0.01% 1786
2017
Q4 		$1K Hold
7
– – ﹤0.01% 1793
2017
Q3 		$1K Hold
7
– – ﹤0.01% 1758
2017
Q2 		$1K Hold
7
– – ﹤0.01% 1768
2017
Q1 		$1K Hold
7
– – ﹤0.01% 1785
2016
Q4 		$1K Hold
7
– – ﹤0.01% 1618
2016
Q3 		$1K Sell
7
-58,052
-100% -$5.44M ﹤0.01% 1600
2016
Q2 		$5.97M Sell
58,059
-314
-0.5% -$31.7K 0.05% 333
2016
Q1 		$6.05M Buy
58,373
+12,128
+26% +$1.13M 0.06% 326
2015
Q4 		$4.36M Buy
+46,245
New +$4.62M 0.04% 441

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

QS Investors's HELE Position: Q1 2019 in Review

QS Investors sold out of Helen of Troy (HELE) in Q1 2019, closing a stake of 7 shares — an estimated $1K sold.

QS Investors first reported a position in HELE in Q4 2015 and held it in 13 quarters. The position peaked at $6.05M in Q1 2016. 264 funds tracked by Wall St. Rank hold HELE as of Q1 2019.

  • QS Investors reported no remaining Helen of Troy position as of Q1 2019 after selling out during the quarter.
  • QS Investors sold 7 Helen of Troy shares in Q1 2019, an estimated $1K.
  • QS Investors first reported a position in Helen of Troy in Q4 2015 and held it in 13 quarters.
  • QS Investors's Helen of Troy position peaked at $6.05M in Q1 2016.
  • 264 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2019.

Based on QS Investors's 13F filing for Q1 2019, filed 15 May 2019.