Strong Tower Advisory Services’s Helen of Troy HELE Stock Holding History

Strong Tower Advisory Services’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
2024 Q1	–	Sell	-2,368	Closed	-$286K	–	83
2023 Q4	$286K	Buy	2,368 +190	+9%	+$20.5K	0.13%	83
2023 Q3	$254K	Buy	2,178 +27	+1%	+$3.36K	0.13%	85
2023 Q2	$232K	Buy	+2,151	New	+$206K	0.11%	87
2023 Q1	–	Sell	-1,848	Closed	-$205K	–	93
2022 Q4	$205K	Buy	+1,848	New	+$180K	0.12%	88
2022 Q3	–	Sell	-1,713	Closed	-$278K	–	100
2022 Q2	$278K	Buy	1,713 +41	+2%	+$7.73K	0.15%	97
2022 Q1	$327K	Buy	1,672 +18	+1%	+$3.79K	0.17%	97
2021 Q4	$404K	Buy	1,654 +412	+33%	+$97.7K	0.22%	93
2021 Q3	$275K	Buy	+1,242	New	+$284K	0.16%	94

Other funds holding HELE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Strong Tower Advisory Services's HELE Position: Q1 2024 in Review

Strong Tower Advisory Services sold out of Helen of Troy (HELE) in Q1 2024, closing a stake of 2,368 shares — an estimated $286K sold.

Strong Tower Advisory Services first reported a position in HELE in Q3 2021 and held it in 8 quarters. The position peaked at $404K in Q4 2021. 272 funds tracked by Wall St. Rank hold HELE as of Q1 2024.

Strong Tower Advisory Services reported no remaining Helen of Troy position as of Q1 2024 after selling out during the quarter.
Strong Tower Advisory Services sold 2,368 Helen of Troy shares in Q1 2024, an estimated $286K.
Strong Tower Advisory Services first reported a position in Helen of Troy in Q3 2021 and held it in 8 quarters.
Strong Tower Advisory Services's Helen of Troy position peaked at $404K in Q4 2021.
272 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2024.

Based on Strong Tower Advisory Services's 13F filing for Q1 2024, filed 12 Apr 2024.