Truist Financial
HELE icon

Truist Financial’s Helen of Troy HELE Stock Holding History

Truist Financial’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
2021
Q1 		– Sell
-2,634
Closed -$586K – 2682
2020
Q4 		$586K Buy
2,634
+1,238
+89% +$255K ﹤0.01% 1777
2020
Q3 		$270K Sell
1,396
-2,122
-60% -$421K ﹤0.01% 2089
2020
Q2 		$664K Sell
3,518
-2,639
-43% -$432K ﹤0.01% 1470
2020
Q1 		$887K Sell
6,157
-35
-0.6% -$5.93K ﹤0.01% 1308
2019
Q4 		$1.11M Buy
6,192
+114
+2% +$18.3K ﹤0.01% 1387
2019
Q3 		$958K Buy
6,078
+65
+1% +$9.66K 0.02% 459
2019
Q2 		$786K Buy
+6,013
New +$787K 0.01% 495

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial's HELE Position: Q1 2021 in Review

Truist Financial sold out of Helen of Troy (HELE) in Q1 2021, closing a stake of 2,634 shares — an estimated $586K sold.

Truist Financial first reported a position in HELE in Q2 2019 and held it in 7 quarters. The position peaked at $1.11M in Q4 2019. 322 funds tracked by Wall St. Rank hold HELE as of Q1 2021.

  • Truist Financial reported no remaining Helen of Troy position as of Q1 2021 after selling out during the quarter.
  • Truist Financial sold 2,634 Helen of Troy shares in Q1 2021, an estimated $586K.
  • Truist Financial first reported a position in Helen of Troy in Q2 2019 and held it in 7 quarters.
  • Truist Financial's Helen of Troy position peaked at $1.11M in Q4 2019.
  • 322 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2021.

Based on Truist Financial's 13F filing for Q1 2021, filed 17 May 2021.