Solstein Capital’s Helen of Troy HELE Stock Holding History

Solstein Capital’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 Q3	–	Sell	-24	Closed	-$5K	–	483
2021 Q2	$5K	Hold	24	–	–	0.01%	382
2021 Q1	$5K	Buy	+24	New	+$5.41K	0.01%	343

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Solstein Capital's HELE Position: Q3 2021 in Review

Solstein Capital sold out of Helen of Troy (HELE) in Q3 2021, closing a stake of 24 shares — an estimated $5K sold.

Solstein Capital first reported a position in HELE in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 280 funds tracked by Wall St. Rank hold HELE as of Q3 2021.

Solstein Capital reported no remaining Helen of Troy position as of Q3 2021 after selling out during the quarter.
Solstein Capital sold 24 Helen of Troy shares in Q3 2021, an estimated $5K.
Solstein Capital first reported a position in Helen of Troy in Q1 2021 and held it in 2 quarters.
Solstein Capital's Helen of Troy position peaked at $5K in Q2 2021.
280 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2021.

Based on Solstein Capital's 13F filing for Q3 2021, filed 27 Oct 2021.