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Boothbay Fund Management’s Helen of Troy HELE Stock Holding History

Boothbay Fund 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
2018
Q3 		– Sell
-35
Closed -$345K – 848
2018
Q2 		$345K Buy
+35
New +$3.19K 0.03% 437

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VCM
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PCMI
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Charles Schwab
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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 $30.8B AUM 11.29% 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

Boothbay Fund Management's HELE Position: Q1 2026 in Review

Boothbay Fund Management sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 29,948 shares — an estimated $636K sold.

Boothbay Fund Management first reported a position in HELE in Q1 2016 and held it in 5 quarters. The position peaked at $908K in Q3 2016. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Boothbay Fund Management reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
  • Boothbay Fund Management sold 29,948 Helen of Troy shares in Q1 2026, an estimated $636K.
  • Boothbay Fund Management first reported a position in Helen of Troy in Q1 2016 and held it in 5 quarters.
  • Boothbay Fund Management's Helen of Troy position peaked at $908K in Q3 2016.
  • 188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Boothbay Fund Management's 13F filing for Q1 2026, filed 15 May 2026.