Schroder Investment Management Group’s Helios Technologies HLIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.9M Sell
235,437
-878
-0.4% -$29.5K 0.01% 682
2025
Q1
$7.63M Sell
236,315
-10,431
-4% -$337K 0.01% 681
2024
Q4
$11M Sell
246,746
-77,559
-24% -$3.45M 0.01% 644
2024
Q3
$15.3M Buy
324,305
+68,820
+27% +$3.24M 0.02% 591
2024
Q2
$12.2M Buy
+255,485
New +$12.2M 0.01% 601