Clean Yield Group Helios Technologies, Inc. Transaction History

Clean Yield Group

$293 Million
Q4 2024

A detailed history of Clean Yield Group transactions in Helios Technologies, Inc. stock. As of the latest transaction made, Clean Yield Group holds 10,969 shares of HLIO stock, worth $353,969. This represents 0.17% of its overall portfolio holdings.

Number of Shares

10,969

Previous 11,119 1.35%

Holding current value

$353,969

Previous $529,000 7.56%

% of portfolio

0.17%

Previous 0.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$44.42 - $56.28 $6,663 - $8,442	-150 Reduced 1.35%	10,969 $489,000
Q3 2024 Oct 07, 2024	SELL	$40.13 - $47.64 $9,029 - $10,719	-225 Reduced 1.98%	11,119 $529,000
Q1 2024 May 29, 2024	SELL	$40.34 - $47.04 $12,102 - $14,112	-300 Reduced 2.58%	11,344 $506,000
Q2 2023 Jul 26, 2023	SELL	$49.45 - $66.09 $7,417 - $9,913	-150 Reduced 1.27%	11,644 $769,000
Q1 2023 Apr 26, 2023	SELL	$54.41 - $72.34 $31,829 - $42,318	-585 Reduced 4.73%	11,794 $771,000
Q2 2022 Jul 18, 2022	SELL	$62.03 - $78.75 $12,406 - $15,750	-200 Reduced 1.59%	12,379 $820,000
Q1 2022 Apr 25, 2022	SELL	$70.7 - $102.77 $10,605 - $15,415	-150 Reduced 1.18%	12,579 $1.01 Million
Q4 2021 Jan 24, 2022	SELL	$82.37 - $114.18 $12,355 - $17,127	-150 Reduced 1.16%	12,729 $1.34 Million
Q1 2021 Apr 26, 2021	SELL	$51.92 - $74.27 $10,384 - $14,854	-200 Reduced 1.53%	12,879 $938,000
Q2 2020 Jul 22, 2020	SELL	$29.77 - $40.47 $7,442 - $10,117	-250 Reduced 1.88%	13,079 $487,000
Q1 2020 Apr 20, 2020	SELL	$32.24 - $48.81 $2,418 - $3,660	-75 Reduced 0.56%	13,329 $505,000
Q4 2019 Jan 17, 2020	SELL	$37.26 - $47.07 $5,514 - $6,966	-148 Reduced 1.09%	13,404 $620,000
Q3 2019 Oct 23, 2019	SELL	$38.5 - $47.94 $5,775 - $7,191	-150 Reduced 1.09%	13,552 $550,000
Q2 2019 Jul 22, 2019	BUY	$41.75 - $52.9 $572,058 - $724,835	13,702 New	13,702 $636,000

Others Institutions Holding HLIO

# of Institutions

181

Shares Held

30.9M

Call Options Held

6.9K

Put Options Held

600

View Full List

About HELIOS TECHNOLOGIES, INC.

Ticker HLIO
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 32,543,700
Market Cap $1.05B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Clean Yield Group, based on Form 13F filings with the SEC.

News

Stay updated on Clean Yield Group with notifications on news.

Account

Clean Yield Group Helios Technologies, Inc. Transaction History