Aigen Investment Management’s Helen of Troy HELE Stock Holding History

Aigen Investment Management’s Portfolio HELE Stock Details HELE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,085	Closed	-$539K	–	917
2025 Q1	$539K	Buy	+10,085	New	+$583K	0.09%	332
2023 Q4	–	Sell	-1,809	Closed	-$211K	–	904
2023 Q3	$211K	Sell	1,809 -675	-27%	-$84K	0.04%	655
2023 Q2	$268K	Buy	+2,484	New	+$238K	0.04%	530
2022 Q3	–	Sell	-1,799	Closed	-$292K	–	649
2022 Q2	$292K	Buy	+1,799	New	+$339K	0.05%	401
2021 Q2	–	Sell	-1,807	Closed	-$381K	–	586
2021 Q1	$381K	Buy	+1,807	New	+$407K	0.05%	356
2020 Q4	–	Sell	-952	Closed	-$184K	–	882
2020 Q3	$184K	Buy	+952	New	+$189K	0.02%	666

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aigen Investment Management's HELE Position: Q2 2025 in Review

Aigen Investment Management sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 10,085 shares — an estimated $539K sold.

Aigen Investment Management first reported a position in HELE in Q3 2020 and held it in 6 quarters. The position peaked at $539K in Q1 2025. 208 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

Aigen Investment Management reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
Aigen Investment Management sold 10,085 Helen of Troy shares in Q2 2025, an estimated $539K.
Aigen Investment Management first reported a position in Helen of Troy in Q3 2020 and held it in 6 quarters.
Aigen Investment Management's Helen of Troy position peaked at $539K in Q1 2025.
208 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on Aigen Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.