TNBTD
HELE icon

Trustmark National Bank Trust Department’s Helen of Troy HELE Stock Holding History

Trustmark National Bank Trust Department’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
2019
Q1 		– Sell
-374
Closed -$49K – 606
2018
Q4 		$49K Hold
374
– – 0.01% 337
2018
Q3 		$49K Buy
+374
New +$44.1K ﹤0.01% 358

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trustmark National Bank Trust Department's HELE Position: Q1 2019 in Review

Trustmark National Bank Trust Department sold out of Helen of Troy (HELE) in Q1 2019, closing a stake of 374 shares — an estimated $49K sold.

Trustmark National Bank Trust Department first reported a position in HELE in Q3 2018 and held it in 2 quarters. The position peaked at $49K in Q4 2018. 264 funds tracked by Wall St. Rank hold HELE as of Q1 2019.

  • Trustmark National Bank Trust Department reported no remaining Helen of Troy position as of Q1 2019 after selling out during the quarter.
  • Trustmark National Bank Trust Department sold 374 Helen of Troy shares in Q1 2019, an estimated $49K.
  • Trustmark National Bank Trust Department first reported a position in Helen of Troy in Q3 2018 and held it in 2 quarters.
  • Trustmark National Bank Trust Department's Helen of Troy position peaked at $49K in Q4 2018.
  • 264 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2019.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2019, filed 13 May 2019.