Spartan Fund Management’s Helios Technologies HLIO Stock Holding History

Spartan Fund Management’s Portfolio HLIO Stock Details HLIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$17.6K	Buy	+9,000	New	+$445K	0.06%	61

Other funds holding HLIO

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Spartan Fund Management's HLIO Position: Q4 2024 in Review

Spartan Fund Management opened a new position in Helios Technologies (HLIO) in Q4 2024: 9,000 shares worth $17.6K. The stake represents 0.06% of the portfolio and ranks #61 among its holdings.

172 funds tracked by Wall St. Rank hold HLIO as of Q4 2024.

Spartan Fund Management held 9,000 shares of Helios Technologies worth $17.6K as of Q4 2024.
Helios Technologies was a new Spartan Fund Management position in Q4 2024.
Helios Technologies made up 0.06% of Spartan Fund Management's portfolio in Q4 2024, its #61 holding.
172 funds tracked by Wall St. Rank held Helios Technologies as of Q4 2024.

Based on Spartan Fund Management's 13F filing for Q4 2024, filed 14 Feb 2025.