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Helios Technologies shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Helios Technologies

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All positions including Helios Technologies held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helios Technologies by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 32k 44.69
2023-09-30 $1.9M 35k 55.48
2023-06-30 $1.3M 20k 66.09
2023-03-31 $1.4M 21k 65.40
2022-12-31 $747k 14k 54.44
2022-09-30 $466k 9.2k 50.60
2022-06-30 $621k 9.4k 66.30
2022-03-31 $712k 8.9k 80.27
2021-12-31 $941k 9.0k 105.12
2021-09-30 $716k 8.7k 82.08
2021-06-30 $595k 7.6k 78.05
2021-03-31 $525k 7.2k 72.92
2020-12-31 $334k 6.3k 53.35
2020-09-30 $224k 6.2k 36.35
2020-06-30 $200k 5.4k 37.22
2020-03-31 $263k 6.9k 37.98
2019-12-31 $300k 6.5k 46.27
2019-09-30 $239k 5.9k 40.49