Current Value of Holding

$2.01 Million

Shares

62.5 Thousand

% of Portfolio

0.00%

Average Buy Price

$43.9

Avg closing price
Price range

23 Jim Simons Helios Technologies Trades

Jim Simons's position in Helios Technologies is currently worth $2.01 Million. That's 0.00% of their equity portfolio (1869th largest holding). The first Helios Technologies trade was made in Q2 2019. Since then Jim Simons bought shares eight more times and sold shares on fourteen occasions. The investor's estimated purchase price is $2.74 Million, resulting in a loss of 27%.

Avg closing price
Price range
Increased shares by 158.4% (+38.3 Thousand shares) Q1 2025
Avg closing price $40.45
Price range $32.09 - $46.10
New holding (+24.2 Thousand shares) Q4 2024
Avg closing price $49.38
Price range $44.42 - $56.28
Sold -46.6 Thousand shares Q3 2024
Avg closing price $44.02
Price range $40.13 - $47.70
Sold 16.3% shares (-9.1 Thousand shares) Q2 2024
Avg closing price $47.89
Price range $43.13 - $53.88
New holding (+55.7 Thousand shares) Q1 2024
Avg closing price $42.92
Price range $40.34 - $47.04
Sold -11.4 Thousand shares Q4 2023
Avg closing price $46.20
Price range $38.05 - $55.59
Sold 6.6% shares (-800 shares) Q3 2023
Avg closing price $59.42
Price range $53.42 - $67.11
Sold 62.4% shares (-20.2 Thousand shares) Q2 2023
Avg closing price $59.22
Price range $49.45 - $66.09
Increased shares by 82.1% (+14.6 Thousand shares) Q1 2023
Avg closing price $65.04
Price range $54.41 - $72.34
Sold 63.6% shares (-31.1 Thousand shares) Q4 2022
Avg closing price $53.89
Price range $50.74 - $58.28
Increased shares by 103.0% (+24.8 Thousand shares) Q3 2022
Avg closing price $60.45
Price range $49.33 - $70.28
Increased shares by 111.6% (+12.7 Thousand shares) Q2 2022
Avg closing price $69.35
Price range $62.03 - $78.75
New holding (+11.4 Thousand shares) Q1 2022
Avg closing price $79.71
Price range $70.70 - $102.77
Sold -5.08 Thousand shares Q4 2021
Avg closing price $97.16
Price range $82.37 - $114.18
New holding (+5.08 Thousand shares) Q3 2021
Avg closing price $81.56
Price range $73.64 - $90.07
Sold -8.19 Thousand shares Q1 2021
Avg closing price $63.95
Price range $51.92 - $74.27
Sold 58.2% shares (-11.4 Thousand shares) Q4 2020
Avg closing price $47.05
Price range $36.97 - $53.85
Sold 51.3% shares (-20.6 Thousand shares) Q3 2020
Avg closing price $38.77
Price range $33.64 - $43.38
Sold 23.9% shares (-12.6 Thousand shares) Q2 2020
Avg closing price $34.10
Price range $29.77 - $40.47
Sold 19.3% shares (-12.6 Thousand shares) Q1 2020
Avg closing price $42.58
Price range $32.24 - $48.81

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