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Robert Olstein’s Helen of Troy HELE Stock Holding History

Robert Olstein’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
2018
Q4 		– Sell
-8,940
Closed -$1.17M – 117
2018
Q3 		$1.17M Sell
8,940
-18,240
-67% -$2.15M 0.16% 118
2018
Q2 		$2.68M Sell
27,180
-6,520
-19% -$594K 0.35% 100
2018
Q1 		$2.93M Buy
33,700
+2,150
+7% +$196K 0.37% 100
2017
Q4 		$3.04M Buy
31,550
+10,510
+50% +$968K 0.39% 98
2017
Q3 		$2.04M Buy
21,040
+4,780
+29% +$460K 0.26% 107
2017
Q2 		$1.53M Buy
+16,260
New +$1.51M 0.19% 110

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Robert Olstein's HELE Position: Q4 2018 in Review

Robert Olstein sold out of Helen of Troy (HELE) in Q4 2018, closing a stake of 8,940 shares — an estimated $1.17M sold.

Robert Olstein first reported a position in HELE in Q2 2017 and held it in 6 quarters. The position peaked at $3.04M in Q4 2017. 291 funds tracked by Wall St. Rank hold HELE as of Q4 2018.

  • Robert Olstein reported no remaining Helen of Troy position as of Q4 2018 after selling out during the quarter.
  • Robert Olstein sold 8,940 Helen of Troy shares in Q4 2018, an estimated $1.17M.
  • Robert Olstein first reported a position in Helen of Troy in Q2 2017 and held it in 6 quarters.
  • Robert Olstein's Helen of Troy position peaked at $3.04M in Q4 2017.
  • 291 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2018.

Based on Olstein Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.