SFG
HELE icon

Sowa Financial Group’s Helen of Troy HELE Stock Holding History

Sowa Financial Group’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
2020
Q3 		– Sell
-20
Closed -$4K – 278
2020
Q2 		$4K Hold
20
– – ﹤0.01% 281
2020
Q1 		$3K Hold
20
– – ﹤0.01% 287
2019
Q4 		$4K Buy
+20
New +$3.21K ﹤0.01% 287

Other funds holding HELE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sowa Financial Group's HELE Position: Q3 2020 in Review

Sowa Financial Group sold out of Helen of Troy (HELE) in Q3 2020, closing a stake of 20 shares — an estimated $4K sold.

Sowa Financial Group first reported a position in HELE in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 308 funds tracked by Wall St. Rank hold HELE as of Q3 2020.

  • Sowa Financial Group reported no remaining Helen of Troy position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 20 Helen of Troy shares in Q3 2020, an estimated $4K.
  • Sowa Financial Group first reported a position in Helen of Troy in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's Helen of Troy position peaked at $4K in Q2 2020.
  • 308 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.