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Stanley-Laman Group’s Helen of Troy HELE Stock Holding History

Stanley-Laman 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
Q1 		– Sell
-5,928
Closed -$1.07M – 280
2019
Q4 		$1.07M Buy
5,928
+876
+17% +$141K 0.25% 127
2019
Q3 		$796K Sell
5,052
-44
-0.9% -$6.54K 0.2% 164
2019
Q2 		$665K Sell
5,096
-57
-1% -$7.46K 0.16% 194
2019
Q1 		$598K Sell
5,153
-379
-7% -$43.7K 0.15% 203
2018
Q4 		$726K Buy
+5,532
New +$726K 0.2% 183

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stanley-Laman Group's HELE Position: Q1 2020 in Review

Stanley-Laman Group sold out of Helen of Troy (HELE) in Q1 2020, closing a stake of 5,928 shares — an estimated $1.07M sold.

Stanley-Laman Group first reported a position in HELE in Q4 2018 and held it in 5 quarters. The position peaked at $1.07M in Q4 2019. 262 funds tracked by Wall St. Rank hold HELE as of Q1 2020.

  • Stanley-Laman Group reported no remaining Helen of Troy position as of Q1 2020 after selling out during the quarter.
  • Stanley-Laman Group sold 5,928 Helen of Troy shares in Q1 2020, an estimated $1.07M.
  • Stanley-Laman Group first reported a position in Helen of Troy in Q4 2018 and held it in 5 quarters.
  • Stanley-Laman Group's Helen of Troy position peaked at $1.07M in Q4 2019.
  • 262 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2020.

Based on Stanley-Laman Group's 13F filing for Q1 2020, filed 12 May 2020.