Syon Capital’s Helix Energy Solutions HLX Stock Holding History

Syon Capital’s Portfolio HLX Stock Details HLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15,323	Closed	-$143K	–	614
2024 Q4	$143K	Buy	+15,323	New	+$154K	0.01%	540
2024 Q3	–	Sell	-13,477	Closed	-$161K	–	476
2024 Q2	$161K	Buy	13,477 +92	+0.7%	+$1.03K	0.01%	434
2024 Q1	$145K	Sell	13,385 -13,393	-50%	-$130K	0.01%	439
2023 Q4	$275K	Buy	+26,778	New	+$266K	0.01%	460

Other funds holding HLX

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

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

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

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GCCM

Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Syon Capital's HLX Position: Q1 2025 in Review

Syon Capital sold out of Helix Energy Solutions (HLX) in Q1 2025, closing a stake of 15,323 shares — an estimated $143K sold.

Syon Capital first reported a position in HLX in Q4 2023 and held it in 4 quarters. The position peaked at $275K in Q4 2023. 256 funds tracked by Wall St. Rank hold HLX as of Q1 2025.

Syon Capital reported no remaining Helix Energy Solutions position as of Q1 2025 after selling out during the quarter.
Syon Capital sold 15,323 Helix Energy Solutions shares in Q1 2025, an estimated $143K.
Syon Capital first reported a position in Helix Energy Solutions in Q4 2023 and held it in 4 quarters.
Syon Capital's Helix Energy Solutions position peaked at $275K in Q4 2023.
256 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2025.

Based on Syon Capital's 13F filing for Q1 2025, filed 15 May 2025.