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Syverson Strege & Co’s Helios Technologies HLIO Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-12
Closed -$785 – 304
2023
Q1 		$785 Buy
+12
New +$781 ﹤0.01% 617

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Syverson Strege & Co's HLIO Position: Q2 2023 in Review

Syverson Strege & Co sold out of Helios Technologies (HLIO) in Q2 2023, closing a stake of 12 shares — an estimated $785 sold.

Syverson Strege & Co first reported a position in HLIO in Q1 2023 and held it in 1 quarter. The position peaked at $785 in Q1 2023. 170 funds tracked by Wall St. Rank hold HLIO as of Q2 2023.

  • Syverson Strege & Co reported no remaining Helios Technologies position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 12 Helios Technologies shares in Q2 2023, an estimated $785.
  • Syverson Strege & Co first reported a position in Helios Technologies in Q1 2023 and held it in 1 quarter.
  • Syverson Strege & Co's Helios Technologies position peaked at $785 in Q1 2023.
  • 170 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.