VitalStone Financial’s Helen of Troy HELE Stock Holding History

VitalStone Financial’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
2023 Q3	–	Sell	-5	Closed	-$1K	–	513
2023 Q2	$1K	Buy	+5	New	+$479	﹤0.01%	843

Other funds holding HELE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VitalStone Financial's HELE Position: Q3 2023 in Review

VitalStone Financial sold out of Helen of Troy (HELE) in Q3 2023, closing a stake of 5 shares — an estimated $1K sold.

VitalStone Financial first reported a position in HELE in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 247 funds tracked by Wall St. Rank hold HELE as of Q3 2023.

VitalStone Financial reported no remaining Helen of Troy position as of Q3 2023 after selling out during the quarter.
VitalStone Financial sold 5 Helen of Troy shares in Q3 2023, an estimated $1K.
VitalStone Financial first reported a position in Helen of Troy in Q2 2023 and held it in 1 quarter.
VitalStone Financial's Helen of Troy position peaked at $1K in Q2 2023.
247 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.