Sadoff Investment Management’s Helen of Troy HELE Stock Holding History

Sadoff Investment Management’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
2022 Q3	–	Sell	-1,460	Closed	-$237K	–	89
2022 Q2	$237K	Hold	1,460	–	–	0.02%	81
2022 Q1	$286K	Hold	1,460	–	–	0.02%	79
2021 Q4	$357K	Hold	1,460	–	–	0.02%	76
2021 Q3	$328K	Hold	1,460	–	–	0.02%	79
2021 Q2	$333K	Hold	1,460	–	–	0.02%	76
2021 Q1	$308K	Hold	1,460	–	–	0.02%	81
2020 Q4	$324K	Hold	1,460	–	–	0.03%	79
2020 Q3	$283K	Hold	1,460	–	–	0.03%	79
2020 Q2	$275K	Buy	1,460 +60	+4%	+$9.82K	0.02%	78
2020 Q1	$202K	Hold	1,400	–	–	0.02%	83
2019 Q4	$252K	Hold	1,400	–	–	0.02%	84
2019 Q3	$221K	Buy	+1,400	New	+$208K	0.02%	81

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sadoff Investment Management's HELE Position: Q3 2022 in Review

Sadoff Investment Management sold out of Helen of Troy (HELE) in Q3 2022, closing a stake of 1,460 shares — an estimated $237K sold.

Sadoff Investment Management first reported a position in HELE in Q3 2019 and held it in 12 quarters. The position peaked at $357K in Q4 2021. 257 funds tracked by Wall St. Rank hold HELE as of Q3 2022.

Sadoff Investment Management reported no remaining Helen of Troy position as of Q3 2022 after selling out during the quarter.
Sadoff Investment Management sold 1,460 Helen of Troy shares in Q3 2022, an estimated $237K.
Sadoff Investment Management first reported a position in Helen of Troy in Q3 2019 and held it in 12 quarters.
Sadoff Investment Management's Helen of Troy position peaked at $357K in Q4 2021.
257 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.