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Veritable’s Helen of Troy HELE Stock Holding History

Veritable’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
-1,940
Closed -$315K – 840
2022
Q2 		$315K Buy
1,940
+4
+0.2% +$754 0.01% 662
2022
Q1 		$379K Buy
1,936
+3
+0.2% +$632 0.01% 638
2021
Q4 		$473K Hold
1,933
– – 0.01% 579
2021
Q3 		$434K Sell
1,933
-10
-0.5% -$2.29K 0.01% 590
2021
Q2 		$443K Sell
1,943
-2
-0.1% -$440 0.01% 573
2021
Q1 		$410K Hold
1,945
– – 0.01% 558
2020
Q4 		$432K Sell
1,945
-40
-2% -$8.24K 0.01% 537
2020
Q3 		$384K Sell
1,985
-1,400
-41% -$278K 0.01% 516
2020
Q2 		$638K Sell
3,385
-500
-13% -$81.8K 0.01% 410
2020
Q1 		$560K Buy
3,885
+45
+1% +$7.63K 0.01% 428
2019
Q4 		$690K Sell
3,840
-4
-0.1% -$642 0.01% 451
2019
Q3 		$606K Sell
3,844
-31
-0.8% -$4.61K 0.01% 465
2019
Q2 		$506K Sell
3,875
-111
-3% -$14.5K 0.01% 497
2019
Q1 		$462K Buy
+3,986
New +$460K 0.01% 519

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Veritable's HELE Position: Q3 2022 in Review

Veritable sold out of Helen of Troy (HELE) in Q3 2022, closing a stake of 1,940 shares — an estimated $315K sold.

Veritable first reported a position in HELE in Q1 2019 and held it in 14 quarters. The position peaked at $690K in Q4 2019. 256 funds tracked by Wall St. Rank hold HELE as of Q3 2022.

  • Veritable reported no remaining Helen of Troy position as of Q3 2022 after selling out during the quarter.
  • Veritable sold 1,940 Helen of Troy shares in Q3 2022, an estimated $315K.
  • Veritable first reported a position in Helen of Troy in Q1 2019 and held it in 14 quarters.
  • Veritable's Helen of Troy position peaked at $690K in Q4 2019.
  • 256 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2022.

Based on Veritable's 13F filing for Q3 2022, filed 14 Nov 2022.