CWM
HELE icon

CIBC World Markets’s Helen of Troy HELE Stock Holding History

CIBC World Markets’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
Q2 		– Sell
-5,056
Closed -$270K – 1720
2025
Q1 		$270K Buy
+5,056
New +$292K ﹤0.01% 1302
2021
Q2 		– Sell
-2,620
Closed -$552K – 758
2021
Q1 		$552K Buy
+2,620
New +$591K ﹤0.01% 783

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

CIBC World Markets's HELE Position: Q2 2025 in Review

CIBC World Markets sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 5,056 shares — an estimated $270K sold.

CIBC World Markets first reported a position in HELE in Q1 2021 and held it in 2 quarters. The position peaked at $552K in Q1 2021. 208 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

  • CIBC World Markets reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
  • CIBC World Markets sold 5,056 Helen of Troy shares in Q2 2025, an estimated $270K.
  • CIBC World Markets first reported a position in Helen of Troy in Q1 2021 and held it in 2 quarters.
  • CIBC World Markets's Helen of Troy position peaked at $552K in Q1 2021.
  • 208 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.