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Helen Of Troy shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Helen Of Troy (HELE) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in Helen Of Troy

Tip: Access up to 7 years of quarterly data

All positions including Helen Of Troy held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helen Of Troy by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $148k 2.4k 61.85
2024-06-30 $692k 7.5k 92.74
2024-03-31 $880k 7.6k 115.24
2023-12-31 $923k 7.6k 120.81
2023-09-30 $909k 7.8k 116.56
2023-06-30 $863k 8.0k 108.02
2023-03-31 $770k 8.1k 95.17
2022-12-31 $907k 8.1k 112.06
2022-09-30 $780k 8.1k 96.37
2022-06-30 $1.3M 8.2k 162.36
2022-03-31 $1.6M 8.3k 195.89
2021-12-31 $2.0M 8.3k 244.50
2021-09-30 $1.9M 8.3k 224.67
2021-06-30 $1.9M 8.5k 228.10
2021-03-31 $1.8M 8.7k 210.65
2020-12-31 $2.0M 9.1k 222.22
2020-09-30 $1.8M 9.3k 193.57
2020-06-30 $1.8M 9.5k 188.51
2020-03-31 $1.3M 9.3k 144.07
2019-12-31 $1.7M 9.3k 179.74
2019-09-30 $1.5M 9.2k 157.70
2019-06-30 $1.2M 9.4k 130.62
2019-03-31 $1.1M 9.6k 116.00
2018-12-31 $1.3M 10k 131.15
2018-09-30 $1.3M 10k 130.85
2018-06-30 $995k 10k 98.49
2018-03-31 $912k 11k 87.01
2017-12-31 $1.0M 11k 96.36
2017-09-30 $936k 10k 90.22
2017-06-30 $976k 10k 94.07
2017-03-31 $977k 10k 94.17
2016-12-31 $919k 11k 84.40
2016-09-30 $938k 11k 86.15
2016-06-30 $668k 6.5k 102.79
2016-03-31 $228k 2.2k 103.68
2015-12-31 $207k 2.2k 94.13
2015-06-30 $214k 2.2k 97.32
2015-03-31 $209k 2.6k 81.58