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Wolverine Asset Management’s Helen of Troy HELE Stock Holding History

Wolverine Asset 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
2021
Q3 		– Sell
-1
Closed – – 2136
2021
Q2 		$0 Sell
1
-1,178
-100% -$259K ﹤0.01% 2259
2021
Q1 		$248K Buy
+1,179
New +$266K ﹤0.01% 1156

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Wolverine Asset Management's HELE Position: Q3 2021 in Review

Wolverine Asset Management sold out of Helen of Troy (HELE) in Q3 2021, closing a stake of 1 share.

Wolverine Asset Management first reported a position in HELE in Q1 2021 and held it in 2 quarters. The position peaked at $248K in Q1 2021. 280 funds tracked by Wall St. Rank hold HELE as of Q3 2021.

  • Wolverine Asset Management reported no remaining Helen of Troy position as of Q3 2021 after selling out during the quarter.
  • Wolverine Asset Management sold 1 Helen of Troy share in Q3 2021.
  • Wolverine Asset Management first reported a position in Helen of Troy in Q1 2021 and held it in 2 quarters.
  • Wolverine Asset Management's Helen of Troy position peaked at $248K in Q1 2021.
  • 280 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2021.

Based on Wolverine Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.