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Renaissance Group’s Helen of Troy HELE Stock Holding History

Renaissance Group’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
Q2 		– Sell
-4,465
Closed -$941K – 286
2021
Q1 		$941K Buy
4,465
+116
+3% +$26.2K 0.04% 175
2020
Q4 		$966K Buy
4,349
+136
+3% +$28K 0.04% 156
2020
Q3 		$815K Buy
+4,213
New +$837K 0.04% 144

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Renaissance Group's HELE Position: Q2 2021 in Review

Renaissance Group sold out of Helen of Troy (HELE) in Q2 2021, closing a stake of 4,465 shares — an estimated $941K sold.

Renaissance Group first reported a position in HELE in Q3 2020 and held it in 3 quarters. The position peaked at $966K in Q4 2020. 288 funds tracked by Wall St. Rank hold HELE as of Q2 2021.

  • Renaissance Group reported no remaining Helen of Troy position as of Q2 2021 after selling out during the quarter.
  • Renaissance Group sold 4,465 Helen of Troy shares in Q2 2021, an estimated $941K.
  • Renaissance Group first reported a position in Helen of Troy in Q3 2020 and held it in 3 quarters.
  • Renaissance Group's Helen of Troy position peaked at $966K in Q4 2020.
  • 288 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2021.

Based on Renaissance Group's 13F filing for Q2 2021, filed 13 Aug 2021.