Bayesian Capital Management’s Helen of Troy HELE Stock Holding History

Bayesian Capital 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 Q4	–	Sell	-8,200	Closed	-$207K	–	304
2025 Q3	$207K	Sell	8,200 -4,493	-35%	-$109K	0.04%	459
2025 Q2	$360K	Buy	+12,693	New	+$390K	0.06%	352
2025 Q1	–	Sell	-20,131	Closed	-$1.2M	–	756
2024 Q4	$1.2M	Buy	20,131 +5,000	+33%	+$332K	0.15%	202
2024 Q3	$936K	Buy	+15,131	New	+$895K	0.11%	253
2024 Q2	–	Sell	-6,025	Closed	-$694K	–	899
2024 Q1	$694K	Sell	6,025 -700	-10%	-$83.6K	0.07%	372
2023 Q4	$812K	Buy	+6,725	New	+$725K	0.09%	276
2023 Q1	–	Sell	-11,700	Closed	-$1.3M	–	919
2022 Q4	$1.3M	Buy	11,700 +6,918	+145%	+$673K	0.19%	129
2022 Q3	$461K	Buy	+4,782	New	+$615K	0.09%	306
2021 Q1	–	Sell	-2,522	Closed	-$560K	–	604
2020 Q4	$560K	Buy	+2,522	New	+$520K	0.15%	198
2020 Q3	–	Sell	-1,422	Closed	-$268K	–	588
2020 Q2	$268K	Sell	1,422 -3,551	-71%	-$581K	0.06%	377
2020 Q1	$716K	Buy	4,973 +1,273	+34%	+$216K	0.15%	201
2019 Q4	$665K	Sell	3,700 -600	-14%	-$96.2K	0.11%	240
2019 Q3	$678K	Buy	+4,300	New	+$639K	0.13%	217
2019 Q1	–	Sell	-10,458	Closed	-$1.37M	–	638
2018 Q4	$1.37M	Buy	10,458 +1,900	+22%	+$249K	0.28%	88
2018 Q3	$1.12M	Buy	+8,558	New	+$1.01M	0.18%	153
2016 Q2	–	Sell	-2,844	Closed	-$295K	–	463
2016 Q1	$295K	Sell	2,844 -376	-12%	-$35.1K	0.28%	152
2015 Q4	$303K	Buy	+3,220	New	+$322K	0.43%	96

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bayesian Capital Management's HELE Position: Q4 2025 in Review

Bayesian Capital Management sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 8,200 shares — an estimated $207K sold.

Bayesian Capital Management first reported a position in HELE in Q4 2015 and held it in 17 quarters. The position peaked at $1.37M in Q4 2018. 193 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

Bayesian Capital Management reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
Bayesian Capital Management sold 8,200 Helen of Troy shares in Q4 2025, an estimated $207K.
Bayesian Capital Management first reported a position in Helen of Troy in Q4 2015 and held it in 17 quarters.
Bayesian Capital Management's Helen of Troy position peaked at $1.37M in Q4 2018.
193 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on Bayesian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.