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Vigilant Capital Management’s Helen of Troy HELE Stock Holding History

Vigilant Capital 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
2020
Q1 		– Sell
-243
Closed -$44K – 367
2019
Q4 		$44K Buy
+243
New +$39K 0.01% 309

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vigilant Capital Management's HELE Position: Q1 2020 in Review

Vigilant Capital Management sold out of Helen of Troy (HELE) in Q1 2020, closing a stake of 243 shares — an estimated $44K sold.

Vigilant Capital Management first reported a position in HELE in Q4 2019 and held it in 1 quarter. The position peaked at $44K in Q4 2019. 262 funds tracked by Wall St. Rank hold HELE as of Q1 2020.

  • Vigilant Capital Management reported no remaining Helen of Troy position as of Q1 2020 after selling out during the quarter.
  • Vigilant Capital Management sold 243 Helen of Troy shares in Q1 2020, an estimated $44K.
  • Vigilant Capital Management first reported a position in Helen of Troy in Q4 2019 and held it in 1 quarter.
  • Vigilant Capital Management's Helen of Troy position peaked at $44K in Q4 2019.
  • 262 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2020.

Based on Vigilant Capital Management's 13F filing for Q1 2020, filed 17 Apr 2020.