Van Hulzen Asset Management’s Helen of Troy HELE Stock Holding History

Van Hulzen Asset Management’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
2022 Q3	–	Sell	-1,618	Closed	-$263K	–	290
2022 Q2	$263K	Buy	1,618 +40	+3%	+$7.54K	0.03%	235
2022 Q1	$309K	Buy	1,578 +211	+15%	+$44.5K	0.03%	227
2021 Q4	$334K	Buy	1,367 +290	+27%	+$68.8K	0.04%	225
2021 Q3	$242K	Sell	1,077 -20	-2%	-$4.58K	0.04%	234
2021 Q2	$250K	Buy	+1,097	New	+$241K	0.04%	225
2020 Q3	–	Sell	-1,127	Closed	-$213K	–	272
2020 Q2	$213K	Buy	+1,127	New	+$184K	0.03%	235

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Van Hulzen Asset Management's HELE Position: Q3 2022 in Review

Van Hulzen Asset Management sold out of Helen of Troy (HELE) in Q3 2022, closing a stake of 1,618 shares — an estimated $263K sold.

Van Hulzen Asset Management first reported a position in HELE in Q2 2020 and held it in 6 quarters. The position peaked at $334K in Q4 2021. 257 funds tracked by Wall St. Rank hold HELE as of Q3 2022.

Van Hulzen Asset Management reported no remaining Helen of Troy position as of Q3 2022 after selling out during the quarter.
Van Hulzen Asset Management sold 1,618 Helen of Troy shares in Q3 2022, an estimated $263K.
Van Hulzen Asset Management first reported a position in Helen of Troy in Q2 2020 and held it in 6 quarters.
Van Hulzen Asset Management's Helen of Troy position peaked at $334K in Q4 2021.
257 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2022.

Based on Van Hulzen Asset Management's 13F filing for Q3 2022, filed 8 Nov 2022.