Capstone Investment Advisors
HELE icon

Capstone Investment Advisors’s Helen of Troy HELE Stock Holding History

Capstone Investment 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
Q4 		– Sell
-10,917
Closed -$275K – 1833
2025
Q3 		$275K Buy
+10,917
New +$264K ﹤0.01% 1686
2023
Q3 		– Sell
-3,141
Closed -$339K – 2197
2023
Q2 		$339K Buy
+3,141
New +$301K 0.01% 1336
2017
Q2 		– Sell
-2,247
Closed -$211K – 759
2017
Q1 		$211K Buy
+2,247
New +$212K 0.01% 773
2016
Q4 		– Sell
-8,033
Closed -$692K – 1029
2016
Q3 		$692K Buy
+8,033
New +$753K 0.04% 451

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