Capula Management’s Helen of Troy HELE Stock Holding History

Capula 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	-2,416	Closed	-$278K	–	532
2024 Q1	$278K	Buy	+2,416	New	+$289K	0.01%	344

Other funds holding HELE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capula Management's HELE Position: Q2 2024 in Review

Capula Management sold out of Helen of Troy (HELE) in Q2 2024, closing a stake of 2,416 shares — an estimated $278K sold.

Capula Management first reported a position in HELE in Q1 2024 and held it in 1 quarter. The position peaked at $278K in Q1 2024. 254 funds tracked by Wall St. Rank hold HELE as of Q2 2024.

Capula Management reported no remaining Helen of Troy position as of Q2 2024 after selling out during the quarter.
Capula Management sold 2,416 Helen of Troy shares in Q2 2024, an estimated $278K.
Capula Management first reported a position in Helen of Troy in Q1 2024 and held it in 1 quarter.
Capula Management's Helen of Troy position peaked at $278K in Q1 2024.
254 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2024.

Based on Capula Management's 13F filing for Q2 2024, filed 5 Aug 2024.