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

Weld 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
Q4 		– Sell
-1,657
Closed -$321K – 558
2020
Q3 		$321K Buy
+1,657
New +$329K 0.13% 272

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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Weld Capital Management's HELE Position: Q4 2020 in Review

Weld Capital Management sold out of Helen of Troy (HELE) in Q4 2020, closing a stake of 1,657 shares — an estimated $321K sold.

Weld Capital Management first reported a position in HELE in Q3 2020 and held it in 1 quarter. The position peaked at $321K in Q3 2020. 308 funds tracked by Wall St. Rank hold HELE as of Q4 2020.

  • Weld Capital Management reported no remaining Helen of Troy position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 1,657 Helen of Troy shares in Q4 2020, an estimated $321K.
  • Weld Capital Management first reported a position in Helen of Troy in Q3 2020 and held it in 1 quarter.
  • Weld Capital Management's Helen of Troy position peaked at $321K in Q3 2020.
  • 308 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.