Anchor Capital Advisors’s Helen of Troy HELE Stock Holding History

Anchor Capital Advisors’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	-11,172	Closed	-$598K	–	243
2025 Q1	$598K	Sell	11,172 -37	-0.3%	-$2.14K	0.02%	193
2024 Q4	$671K	Buy	11,209 +511	+5%	+$34K	0.02%	194
2024 Q3	$662K	Sell	10,698 -228	-2%	-$13.5K	0.02%	192
2024 Q2	$1.01M	Buy	10,926 +603	+6%	+$61.1K	0.03%	174
2024 Q1	$1.19M	Sell	10,323 -53	-0.5%	-$6.33K	0.03%	167
2023 Q4	$1.25M	Buy	10,376 +1,640	+19%	+$177K	0.03%	160
2023 Q3	$1.02M	Sell	8,736 -1,153	-12%	-$144K	0.03%	158
2023 Q2	$1.07M	Buy	9,889 +2,414	+32%	+$231K	0.03%	169
2023 Q1	$711K	Sell	7,475 -25	-0.3%	-$2.68K	0.02%	191
2022 Q4	$832K	Buy	7,500 +4,212	+128%	+$410K	0.02%	186
2022 Q3	$317K	Sell	3,288 -258	-7%	-$33.2K	0.01%	235
2022 Q2	$576K	Sell	3,546 -147,394	-98%	-$27.8M	0.01%	215
2022 Q1	$29.6M	Buy	150,940 +160	+0.1%	+$33.7K	0.63%	57
2021 Q4	$36.9M	Sell	150,780 -1,861	-1%	-$441K	0.73%	55
2021 Q3	$34.3M	Sell	152,641 -1,953	-1%	-$447K	0.71%	55
2021 Q2	$35.3M	Buy	154,594 +1,518	+1%	+$334K	0.71%	58
2021 Q1	$32.2M	Buy	153,076 +1,606	+1%	+$362K	0.68%	59
2020 Q4	$33.7M	Sell	151,470 -4,693	-3%	-$967K	0.77%	52
2020 Q3	$30.2M	Sell	156,163 -3,973	-2%	-$789K	0.77%	54
2020 Q2	$30.2M	Sell	160,136 -39,177	-20%	-$6.41M	0.78%	56
2020 Q1	$28.7M	Sell	199,313 -3,578	-2%	-$606K	0.85%	52
2019 Q4	$36.5M	Buy	202,891 +69,632	+52%	+$11.2M	0.79%	54
2019 Q3	$21M	Sell	133,259 -6,206	-4%	-$922K	0.76%	63
2019 Q2	$18.2M	Sell	139,465 -4,402	-3%	-$576K	0.66%	71
2019 Q1	$16.7K	Sell	143,867 -3,332	-2%	-$384K	0.35%	78
2018 Q4	$19.3M	Sell	147,199 -5,810	-4%	-$762K	0.79%	60
2018 Q3	$20M	Sell	153,009 -5,626	-4%	-$663K	0.73%	60
2018 Q2	$15.6M	Sell	158,635 -4,784	-3%	-$436K	0.57%	81
2018 Q1	$14.2M	Buy	163,419 +3,498	+2%	+$318K	0.5%	85
2017 Q4	$15.4M	Sell	159,921 -3,618	-2%	-$333K	0.54%	86
2017 Q3	$15.8M	Sell	163,539 -1,744	-1%	-$168K	0.57%	79
2017 Q2	$15.6M	Sell	165,283 -5,926	-3%	-$552K	0.57%	78
2017 Q1	$16.1M	Buy	171,209 +153,001	+840%	+$14.4M	0.56%	83
2016 Q4	$1.54M	Sell	18,208 -927	-5%	-$77.5K	0.06%	140
2016 Q3	$1.65M	Buy	19,135 +332	+2%	+$31.1K	0.06%	139
2016 Q2	$1.93M	Buy	18,803 +137	+0.7%	+$13.8K	0.05%	128
2016 Q1	$1.94M	Buy	18,666 +408	+2%	+$38.1K	0.05%	134
2015 Q4	$1.72M	Sell	18,258 -34	-0.2%	-$3.4K	0.04%	152
2015 Q3	$1.63M	Sell	18,292 -1,152	-6%	-$103K	0.04%	147
2015 Q2	$1.9M	Sell	19,444 -480	-2%	-$42.2K	0.04%	150
2015 Q1	$1.62M	Sell	19,924 -8,552	-30%	-$652K	0.04%	160
2014 Q4	$1.85M	Buy	28,476 +1,118	+4%	+$68.8K	0.04%	162
2014 Q3	$1.44M	Buy	27,358 +954	+4%	+$53.5K	0.03%	172
2014 Q2	$1.6M	Buy	26,404 +2,358	+10%	+$147K	0.03%	167
2014 Q1	$1.67M	Buy	24,046 +2,517	+12%	+$153K	0.03%	163
2013 Q4	$1.06M	Buy	21,529 +1,403	+7%	+$65.8K	0.02%	179
2013 Q3	$891K	Buy	20,126 +678	+3%	+$28.5K	0.02%	178
2013 Q2	$746K	Buy	+19,448	New	+$739K	0.02%	197

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

Anchor Capital Advisors's HELE Position: Q2 2025 in Review

Anchor Capital Advisors sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 11,172 shares — an estimated $598K sold.

Anchor Capital Advisors first reported a position in HELE in Q2 2013 and held it in 48 quarters. The position peaked at $36.9M in Q4 2021. 208 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

Anchor Capital Advisors reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
Anchor Capital Advisors sold 11,172 Helen of Troy shares in Q2 2025, an estimated $598K.
Anchor Capital Advisors first reported a position in Helen of Troy in Q2 2013 and held it in 48 quarters.
Anchor Capital Advisors's Helen of Troy position peaked at $36.9M in Q4 2021.
208 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on Anchor Capital Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.