ZIM
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Zacks Investment Management’s Helen of Troy HELE Stock Holding History

Zacks 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
Q3 		– Sell
-3,878
Closed -$630K – 605
2022
Q2 		$630K Sell
3,878
-226
-6% -$42.6K 0.01% 398
2022
Q1 		$804K Buy
+4,104
New +$865K 0.01% 393
2020
Q3 		– Sell
-2,231
Closed -$421K – 532
2020
Q2 		$421K Sell
2,231
-8,377
-79% -$1.37M 0.01% 406
2020
Q1 		$1.53M Buy
10,608
+2,052
+24% +$348K 0.04% 230
2019
Q4 		$1.54M Sell
8,556
-820
-9% -$132K 0.03% 314
2019
Q3 		$1.48M Buy
9,376
+74
+0.8% +$11K 0.03% 321
2019
Q2 		$1.22M Sell
9,302
-383
-4% -$50.1K 0.02% 370
2019
Q1 		$1.12M Sell
9,685
-697
-7% -$80.4K 0.02% 371
2018
Q4 		$1.36M Buy
+10,382
New +$1.36M 0.03% 289
2017
Q2 		– Sell
-7,388
Closed -$696K – 637
2017
Q1 		$696K Buy
7,388
+2,202
+42% +$208K 0.02% 430
2016
Q4 		$438K Buy
+5,186
New +$434K 0.01% 461
2015
Q4 		– Sell
-12,132
Closed -$1.08M – 600
2015
Q3 		$1.08M Buy
12,132
+1,444
+14% +$129K 0.04% 280
2015
Q2 		$1.04M Sell
10,688
-1,361
-11% -$120K 0.03% 280
2015
Q1 		$982K Buy
12,049
+3,066
+34% +$234K 0.03% 294
2014
Q4 		$584K Buy
+8,983
New +$553K 0.02% 368
2014
Q2 		– Sell
-5,372
Closed -$372K – 696
2014
Q1 		$372K Buy
+5,372
New +$327K 0.01% 493

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Zacks Investment Management's HELE Position: Q3 2022 in Review

Zacks Investment Management sold out of Helen of Troy (HELE) in Q3 2022, closing a stake of 3,878 shares — an estimated $630K sold.

Zacks Investment Management first reported a position in HELE in Q1 2014 and held it in 16 quarters. The position peaked at $1.54M in Q4 2019. 256 funds tracked by Wall St. Rank hold HELE as of Q3 2022.

  • Zacks Investment Management reported no remaining Helen of Troy position as of Q3 2022 after selling out during the quarter.
  • Zacks Investment Management sold 3,878 Helen of Troy shares in Q3 2022, an estimated $630K.
  • Zacks Investment Management first reported a position in Helen of Troy in Q1 2014 and held it in 16 quarters.
  • Zacks Investment Management's Helen of Troy position peaked at $1.54M in Q4 2019.
  • 256 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2022.

Based on Zacks Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.