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Tarbox Family Office’s Helen of Troy HELE Stock Holding History

Tarbox Family Office’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
-9
Closed -$2K – 1201
2019
Q4 		$2K Hold
9
– – ﹤0.01% 801
2019
Q3 		$1K Sell
9
-3
-25% -$446 ﹤0.01% 926
2019
Q2 		$2K Buy
+12
New +$1.57K ﹤0.01% 739

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

Tarbox Family Office's HELE Position: Q1 2020 in Review

Tarbox Family Office sold out of Helen of Troy (HELE) in Q1 2020, closing a stake of 9 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in HELE in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 262 funds tracked by Wall St. Rank hold HELE as of Q1 2020.

  • Tarbox Family Office reported no remaining Helen of Troy position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 9 Helen of Troy shares in Q1 2020, an estimated $2K.
  • Tarbox Family Office first reported a position in Helen of Troy in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Helen of Troy position peaked at $2K in Q4 2019.
  • 262 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.