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Vantage Consulting Group’s Helen of Troy HELE Stock Holding History

Vantage Consulting Group’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
-93
Closed -$21K – 728
2020
Q4 		$21K Buy
+93
New +$19.2K ﹤0.01% 848

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

Vantage Consulting Group's HELE Position: Q1 2021 in Review

Vantage Consulting Group sold out of Helen of Troy (HELE) in Q1 2021, closing a stake of 93 shares — an estimated $21K sold.

Vantage Consulting Group first reported a position in HELE in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 322 funds tracked by Wall St. Rank hold HELE as of Q1 2021.

  • Vantage Consulting Group reported no remaining Helen of Troy position as of Q1 2021 after selling out during the quarter.
  • Vantage Consulting Group sold 93 Helen of Troy shares in Q1 2021, an estimated $21K.
  • Vantage Consulting Group first reported a position in Helen of Troy in Q4 2020 and held it in 1 quarter.
  • Vantage Consulting Group's Helen of Troy position peaked at $21K in Q4 2020.
  • 322 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2021.

Based on Vantage Consulting Group's 13F filing for Q1 2021, filed 14 May 2021.