WCM Investment Management
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WCM Investment Management’s Helen of Troy HELE Stock Holding History

WCM Investment 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
Q4 		– Sell
-7,248
Closed -$720K – 216
2022
Q3 		$720K Sell
7,248
-26,813
-79% -$3.45M ﹤0.01% 182
2022
Q2 		$5.44M Sell
34,061
-44,251
-57% -$8.34M 0.02% 145
2022
Q1 		$15.3M Buy
78,312
+7,156
+10% +$1.51M 0.04% 96
2021
Q4 		$17.4M Buy
71,156
+6,699
+10% +$1.59M 0.04% 89
2021
Q3 		$14.5M Sell
64,457
-15,040
-19% -$3.44M 0.03% 87
2021
Q2 		$18.1M Buy
79,497
+4,699
+6% +$1.03M 0.05% 73
2021
Q1 		$15.8M Buy
74,798
+14,054
+23% +$3.17M 0.04% 73
2020
Q4 		$13.5M Buy
60,744
+18,031
+42% +$3.72M 0.04% 81
2020
Q3 		$8.27M Buy
42,713
+41,133
+2,603% +$8.17M 0.03% 103
2020
Q2 		$298K Buy
1,580
+149
+10% +$24.4K ﹤0.01% 174
2020
Q1 		$206K Buy
+1,431
New +$242K ﹤0.01% 179
2014
Q3 		– Sell
-202,541
Closed -$12.3M – 114
2014
Q2 		$12.3M Sell
202,541
-1,490
-0.7% -$92.7K 0.31% 66
2014
Q1 		$14.1M Sell
204,031
-7,475
-4% -$455K 0.51% 48
2013
Q4 		$10.4M Sell
211,506
-20,531
-9% -$963K 0.38% 66
2013
Q3 		$10.3M Buy
232,037
+7,813
+3% +$329K 0.54% 57
2013
Q2 		$8.64M Buy
+224,224
New +$8.52M 0.47% 66

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

WCM Investment Management's HELE Position: Q4 2022 in Review

WCM Investment Management sold out of Helen of Troy (HELE) in Q4 2022, closing a stake of 7,248 shares — an estimated $720K sold.

WCM Investment Management first reported a position in HELE in Q2 2013 and held it in 16 quarters. The position peaked at $18.1M in Q2 2021. 245 funds tracked by Wall St. Rank hold HELE as of Q4 2022.

  • WCM Investment Management reported no remaining Helen of Troy position as of Q4 2022 after selling out during the quarter.
  • WCM Investment Management sold 7,248 Helen of Troy shares in Q4 2022, an estimated $720K.
  • WCM Investment Management first reported a position in Helen of Troy in Q2 2013 and held it in 16 quarters.
  • WCM Investment Management's Helen of Troy position peaked at $18.1M in Q2 2021.
  • 245 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2022.

Based on WCM Investment Management's 13F filing for Q4 2022, filed 7 Feb 2023.