Amundi
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Amundi’s Helen of Troy HELE Stock Holding History

Amundi’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
-1,281
Closed -$59.3K – 1883
2025
Q1 		$59.3K Sell
1,281
-370
-22% -$21.4K ﹤0.01% 1799
2024
Q4 		$97.4K Buy
1,651
+479
+41% +$31.8K ﹤0.01% 1799
2024
Q3 		$73.1K Hold
1,172
– – ﹤0.01% 1806
2024
Q2 		$107K Buy
+1,172
New +$119K ﹤0.01% 1696
2023
Q3 		– Sell
-926
Closed -$102K – 2029
2023
Q2 		$102K Hold
926
– – ﹤0.01% 1767
2023
Q1 		$84K Buy
+926
New +$99.1K ﹤0.01% 1792
2022
Q3 		– Sell
-24,135
Closed -$3.03M – 1866
2022
Q2 		$3.03M Sell
24,135
-60
-0.2% -$11.3K ﹤0.01% 1025
2022
Q1 		$4.64M Sell
24,195
-3,537
-13% -$745K ﹤0.01% 987
2021
Q4 		$6.33M Sell
27,732
-565
-2% -$134K ﹤0.01% 949
2021
Q3 		$6.36M Hold
28,297
– – ﹤0.01% 956
2021
Q2 		$6.46M Buy
+28,297
New +$6.22M ﹤0.01% 947

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi's HELE Position: Q2 2025 in Review

Amundi sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 1,281 shares — an estimated $59.3K sold.

Amundi first reported a position in HELE in Q2 2021 and held it in 11 quarters. The position peaked at $6.46M in Q2 2021. 208 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

  • Amundi reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
  • Amundi sold 1,281 Helen of Troy shares in Q2 2025, an estimated $59.3K.
  • Amundi first reported a position in Helen of Troy in Q2 2021 and held it in 11 quarters.
  • Amundi's Helen of Troy position peaked at $6.46M in Q2 2021.
  • 208 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on Amundi's 13F filing for Q2 2025, filed 13 Aug 2025.