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Silver Oak Securities’s Helen of Troy HELE Stock Holding History

Silver Oak Securities’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
2023
Q2 		– Sell
-2,389
Closed -$230K – 456
2023
Q1 		$230K Buy
+2,389
New +$256K 0.04% 341

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Silver Oak Securities's HELE Position: Q2 2023 in Review

Silver Oak Securities sold out of Helen of Troy (HELE) in Q2 2023, closing a stake of 2,389 shares — an estimated $230K sold.

Silver Oak Securities first reported a position in HELE in Q1 2023 and held it in 1 quarter. The position peaked at $230K in Q1 2023. 247 funds tracked by Wall St. Rank hold HELE as of Q2 2023.

  • Silver Oak Securities reported no remaining Helen of Troy position as of Q2 2023 after selling out during the quarter.
  • Silver Oak Securities sold 2,389 Helen of Troy shares in Q2 2023, an estimated $230K.
  • Silver Oak Securities first reported a position in Helen of Troy in Q1 2023 and held it in 1 quarter.
  • Silver Oak Securities's Helen of Troy position peaked at $230K in Q1 2023.
  • 247 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2023.

Based on Silver Oak Securities's 13F filing for Q2 2023, filed 2 Aug 2023.