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Bridgewater Associates’s Helen of Troy HELE Stock Holding History

Bridgewater Associates’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
Q1 		– Sell
-4,325
Closed -$259K – 729
2024
Q4 		$259K Sell
4,325
-10,732
-71% -$713K ﹤0.01% 649
2024
Q3 		$931K Sell
15,057
-17,595
-54% -$1.04M 0.01% 610
2024
Q2 		$3.03M Sell
32,652
-5,621
-15% -$569K 0.02% 453
2024
Q1 		$4.41M Sell
38,273
-5,539
-13% -$662K 0.02% 398
2023
Q4 		$5.29M Sell
43,812
-5,451
-11% -$587K 0.03% 358
2023
Q3 		$5.74M Buy
49,263
+2,686
+6% +$334K 0.03% 331
2023
Q2 		$5.03M Sell
46,577
-55,273
-54% -$5.29M 0.03% 310
2023
Q1 		$9.69M Sell
101,850
-1,531
-1% -$164K 0.06% 208
2022
Q4 		$11.5M Sell
103,381
-28,140
-21% -$2.74M 0.06% 232
2022
Q3 		$12.7M Buy
131,521
+62,992
+92% +$8.1M 0.06% 214
2022
Q2 		$11.1M Buy
68,529
+3,435
+5% +$648K 0.05% 309
2022
Q1 		$12.7M Buy
65,094
+15,062
+30% +$3.17M 0.05% 249
2021
Q4 		$12.2M Buy
50,032
+3,521
+8% +$835K 0.07% 168
2021
Q3 		$10.4M Sell
46,511
-3,806
-8% -$871K 0.06% 200
2021
Q2 		$11.5M Buy
50,317
+15,226
+43% +$3.35M 0.07% 199
2021
Q1 		$7.39M Buy
35,091
+6,123
+21% +$1.38M 0.07% 193
2020
Q4 		$6.44M Buy
28,968
+15,903
+122% +$3.28M 0.06% 169
2020
Q3 		$2.53M Buy
+13,065
New +$2.6M 0.03% 225

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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bridgewater Associates's HELE Position: Q1 2025 in Review

Bridgewater Associates sold out of Helen of Troy (HELE) in Q1 2025, closing a stake of 4,325 shares — an estimated $259K sold.

Bridgewater Associates first reported a position in HELE in Q3 2020 and held it in 18 quarters. The position peaked at $12.7M in Q1 2022. 228 funds tracked by Wall St. Rank hold HELE as of Q1 2025.

  • Bridgewater Associates reported no remaining Helen of Troy position as of Q1 2025 after selling out during the quarter.
  • Bridgewater Associates sold 4,325 Helen of Troy shares in Q1 2025, an estimated $259K.
  • Bridgewater Associates first reported a position in Helen of Troy in Q3 2020 and held it in 18 quarters.
  • Bridgewater Associates's Helen of Troy position peaked at $12.7M in Q1 2022.
  • 228 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2025.

Based on Bridgewater Associates's 13F filing for Q1 2025, filed 14 May 2025.