A detailed history of Rothschild Investment LLC transactions in Helios Technologies, Inc. stock. As of the latest transaction made, Rothschild Investment LLC holds 25 shares of HLIO stock, worth $1,148. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25
Previous 15 66.67%
Holding current value
$1,148
Previous $716,000 66.62%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$40.13 - $47.64 $401 - $476
10 Added 66.67%
25 $1.19 Million
Q2 2024

Jul 30, 2024

BUY
$43.13 - $53.88 $646 - $808
15 New
15 $716,000
Q1 2024

Jul 31, 2024

SELL
$40.34 - $47.04 $403 - $470
-10 Reduced 66.67%
5 $223,000

Others Institutions Holding HLIO

About HELIOS TECHNOLOGIES, INC.


  • Ticker HLIO
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 32,543,700
  • Market Cap $1.5B
  • Description
  • Helios Technologies, Inc., together with its subsidiaries, develops, manufactures, and sells solutions for the hydraulics and electronics markets in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Hydraulics and Electronics. The Hydraulics segment offers cartridge valve technology produc...
More about HLIO
Track This Portfolio

Track Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.