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Scott Ferguson’s Helen of Troy HELE Stock Holding History

Scott Ferguson’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
2014
Q1 		– Sell
-1,200,000
Closed -$59.3M – 15
2013
Q4 		$59.3M Buy
+1,200,000
New +$56.3M 13.08% 3

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Scott Ferguson's HELE Position: Q1 2014 in Review

Scott Ferguson sold out of Helen of Troy (HELE) in Q1 2014, closing a stake of 1,200,000 shares — an estimated $59.3M sold.

Scott Ferguson first reported a position in HELE in Q4 2013 and held it in 1 quarter. The position peaked at $59.3M in Q4 2013. 181 funds tracked by Wall St. Rank hold HELE as of Q1 2014.

  • Scott Ferguson reported no remaining Helen of Troy position as of Q1 2014 after selling out during the quarter.
  • Scott Ferguson sold 1,200,000 Helen of Troy shares in Q1 2014, an estimated $59.3M.
  • Scott Ferguson first reported a position in Helen of Troy in Q4 2013 and held it in 1 quarter.
  • Scott Ferguson's Helen of Troy position peaked at $59.3M in Q4 2013.
  • 181 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2014.

Based on Sachem Head Capital Management's 13F filing for Q1 2014, filed 15 May 2014.