Stevard LLC’s Helen of Troy HELE Stock Holding History

Stevard LLC’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 Q4	–	Sell	-1,090	Closed	-$211K	–	110
2020 Q3	$211K	Buy	+1,090	New	+$217K	0.09%	156

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Stevard LLC's HELE Position: Q4 2020 in Review

Stevard LLC sold out of Helen of Troy (HELE) in Q4 2020, closing a stake of 1,090 shares — an estimated $211K sold.

Stevard LLC first reported a position in HELE in Q3 2020 and held it in 1 quarter. The position peaked at $211K in Q3 2020. 308 funds tracked by Wall St. Rank hold HELE as of Q4 2020.

Stevard LLC reported no remaining Helen of Troy position as of Q4 2020 after selling out during the quarter.
Stevard LLC sold 1,090 Helen of Troy shares in Q4 2020, an estimated $211K.
Stevard LLC first reported a position in Helen of Troy in Q3 2020 and held it in 1 quarter.
Stevard LLC's Helen of Troy position peaked at $211K in Q3 2020.
308 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2020.

Based on Stevard LLC's 13F filing for Q4 2020, filed 12 Feb 2021.