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Redwood Investments’s Helen of Troy HELE Stock Holding History

Redwood Investments’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
2021
Q3 		– Sell
-48,368
Closed -$11M – 134
2021
Q2 		$11M Sell
48,368
-23,353
-33% -$5.13M 0.89% 49
2021
Q1 		$15.1M Sell
71,721
-33,981
-32% -$7.66M 1.33% 35
2020
Q4 		$23.5M Sell
105,702
-14,557
-12% -$3M 2% 11
2020
Q3 		$23.3M Buy
120,259
+17,267
+17% +$3.43M 1.96% 5
2020
Q2 		$19.4M Buy
102,992
+23,888
+30% +$3.91M 1.72% 14
2020
Q1 		$11.4M Buy
+79,104
New +$13.4M 1.34% 32

Other funds holding HELE

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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Redwood Investments's HELE Position: Q3 2021 in Review

Redwood Investments sold out of Helen of Troy (HELE) in Q3 2021, closing a stake of 48,368 shares — an estimated $11M sold.

Redwood Investments first reported a position in HELE in Q1 2020 and held it in 6 quarters. The position peaked at $23.5M in Q4 2020. 281 funds tracked by Wall St. Rank hold HELE as of Q3 2021.

  • Redwood Investments reported no remaining Helen of Troy position as of Q3 2021 after selling out during the quarter.
  • Redwood Investments sold 48,368 Helen of Troy shares in Q3 2021, an estimated $11M.
  • Redwood Investments first reported a position in Helen of Troy in Q1 2020 and held it in 6 quarters.
  • Redwood Investments's Helen of Troy position peaked at $23.5M in Q4 2020.
  • 281 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2021.

Based on Redwood Investments's 13F filing for Q3 2021, filed 19 Oct 2021.