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

ARGA 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
2024
Q2 		– Sell
-1,893
Closed -$218K – 135
2024
Q1 		$218K Buy
+1,893
New +$226K 0.01% 137

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ARGA Investment Management's HELE Position: Q2 2024 in Review

ARGA Investment Management sold out of Helen of Troy (HELE) in Q2 2024, closing a stake of 1,893 shares — an estimated $218K sold.

ARGA Investment Management first reported a position in HELE in Q1 2024 and held it in 1 quarter. The position peaked at $218K in Q1 2024. 254 funds tracked by Wall St. Rank hold HELE as of Q2 2024.

  • ARGA Investment Management reported no remaining Helen of Troy position as of Q2 2024 after selling out during the quarter.
  • ARGA Investment Management sold 1,893 Helen of Troy shares in Q2 2024, an estimated $218K.
  • ARGA Investment Management first reported a position in Helen of Troy in Q1 2024 and held it in 1 quarter.
  • ARGA Investment Management's Helen of Troy position peaked at $218K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2024.

Based on ARGA Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.