Sciencast Management’s Helen of Troy HELE Stock Holding History

Sciencast 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
2021 Q2	–	Sell	-3,395	Closed	-$744K	–	564
2021 Q1	$744K	Buy	+3,395	New	+$766K	0.15%	211
2020 Q4	–	Sell	-3,050	Closed	-$608K	–	513
2020 Q3	$608K	Buy	+3,050	New	+$606K	0.23%	143
2019 Q3	–	Sell	-4,200	Closed	-$617K	–	403
2019 Q2	$617K	Buy	4,200 +150	+4%	+$19.6K	0.35%	102
2019 Q1	$464K	Buy	4,050 +1,491	+58%	+$172K	0.16%	197
2018 Q4	$295K	Buy	+2,559	New	+$336K	0.26%	152

Other funds holding HELE

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sciencast Management's HELE Position: Q2 2021 in Review

Sciencast Management sold out of Helen of Troy (HELE) in Q2 2021, closing a stake of 3,395 shares — an estimated $744K sold.

Sciencast Management first reported a position in HELE in Q4 2018 and held it in 5 quarters. The position peaked at $744K in Q1 2021. 287 funds tracked by Wall St. Rank hold HELE as of Q2 2021.

Sciencast Management reported no remaining Helen of Troy position as of Q2 2021 after selling out during the quarter.
Sciencast Management sold 3,395 Helen of Troy shares in Q2 2021, an estimated $744K.
Sciencast Management first reported a position in Helen of Troy in Q4 2018 and held it in 5 quarters.
Sciencast Management's Helen of Troy position peaked at $744K in Q1 2021.
287 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2021.

Based on Sciencast Management's 13F filing for Q2 2021, filed 28 Jul 2021.