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Amalgamated Bank’s Helen of Troy HELE Stock Holding History

Amalgamated Bank’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
2026
Q1 		– Sell
-720
Closed -$15K – 2147
2025
Q4 		$15K Sell
720
-6,028
-89% -$123K ﹤0.01% 2245
2025
Q3 		$170K Buy
6,748
+230
+4% +$5.57K ﹤0.01% 1608
2025
Q2 		$185K Hold
6,518
– – ﹤0.01% 1568
2025
Q1 		$349K Sell
6,518
-129
-2% -$7.45K ﹤0.01% 1379
2024
Q4 		$398K Sell
6,647
-157
-2% -$10.4K ﹤0.01% 1376
2024
Q3 		$421K Sell
6,804
-4,762
-41% -$282K ﹤0.01% 1359
2024
Q2 		$1.07M Sell
11,566
-890
-7% -$90.2K 0.01% 1018
2024
Q1 		$1.44M Sell
12,456
-1,384
-10% -$165K 0.01% 952
2023
Q4 		$1.67M Sell
13,840
-41
-0.3% -$4.42K 0.01% 975
2023
Q3 		$1.62M Sell
13,881
-523
-4% -$65.1K 0.01% 951
2023
Q2 		$1.56M Sell
14,404
-1,628
-10% -$156K 0.01% 972
2023
Q1 		$1.53M Sell
16,032
-900
-5% -$96.3K 0.01% 962
2022
Q4 		$1.88M Buy
16,932
+307
+2% +$29.9K 0.02% 921
2022
Q3 		$1.6M Buy
16,625
+441
+3% +$56.7K 0.02% 933
2022
Q2 		$2.63M Sell
16,184
-217
-1% -$40.9K 0.02% 762
2022
Q1 		$3.21M Sell
16,401
-784
-5% -$165K 0.03% 721
2021
Q4 		$4.2M Buy
17,185
+78
+0.5% +$18.5K 0.03% 604
2021
Q3 		$3.84M Sell
17,107
-2,081
-11% -$476K 0.03% 642
2021
Q2 		$4.38M Buy
19,188
+15,494
+419% +$3.41M 0.04% 612
2021
Q1 		$778K Sell
3,694
-482
-12% -$109K 0.03% 727
2020
Q4 		$928K Buy
4,176
+38
+0.9% +$7.83K 0.04% 588
2020
Q3 		$801K Sell
4,138
-133
-3% -$26.4K 0.03% 567
2020
Q2 		$805K Sell
4,271
-362
-8% -$59.2K 0.04% 528
2020
Q1 		$667K Sell
4,633
-153
-3% -$25.9K 0.02% 776
2019
Q4 		$860K Buy
4,786
+103
+2% +$16.5K 0.02% 871
2019
Q3 		$738K Sell
4,683
-79
-2% -$11.7K 0.02% 864
2019
Q2 		$622K Buy
4,762
+884
+23% +$116K 0.01% 963
2019
Q1 		$450K Buy
3,878
+49
+1% +$5.65K 0.01% 1052
2018
Q4 		$502K Buy
3,829
+115
+3% +$15.1K 0.01% 919
2018
Q3 		$486K Sell
3,714
-233
-6% -$27.4K 0.01% 955
2018
Q2 		$389K Buy
3,947
+56
+1% +$5.11K 0.01% 1164
2018
Q1 		$339K Sell
3,891
-71
-2% -$6.46K 0.01% 1146
2017
Q4 		$382K Buy
3,962
+252
+7% +$23.2K 0.01% 1135
2017
Q3 		$359K Sell
3,710
-145
-4% -$13.9K 0.01% 1105
2017
Q2 		$363K Buy
3,855
+9
+0.2% +$838 0.01% 1091
2017
Q1 		$362K Sell
3,846
-9
-0.2% -$849 0.02% 1017
2016
Q4 		$326K Buy
3,855
+482
+14% +$40.3K 0.01% 1082
2016
Q3 		$291K Sell
3,373
-7
-0.2% -$656 0.02% 1036
2016
Q2 		$312K Buy
3,380
+347
+11% +$35K 0.02% 980
2016
Q1 		$314K Buy
3,033
+280
+10% +$26.1K 0.03% 855
2015
Q4 		$259K Sell
2,753
-232
-8% -$23.2K 0.03% 880
2015
Q3 		$267K Buy
2,985
+42
+1% +$3.76K 0.03% 961
2015
Q2 		$287K Buy
+2,943
New +$259K 0.03% 1004

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Amalgamated Bank's HELE Position: Q1 2026 in Review

Amalgamated Bank sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 720 shares — an estimated $15K sold.

Amalgamated Bank first reported a position in HELE in Q2 2015 and held it in 43 quarters. The position peaked at $4.38M in Q2 2021. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Amalgamated Bank reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 720 Helen of Troy shares in Q1 2026, an estimated $15K.
  • Amalgamated Bank first reported a position in Helen of Troy in Q2 2015 and held it in 43 quarters.
  • Amalgamated Bank's Helen of Troy position peaked at $4.38M in Q2 2021.
  • 188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.