Claris Advisors’s Helen of Troy HELE Stock Holding History

Claris 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
2024 Q4	–	Sell	-1	Closed	-$62	–	527
2024 Q3	$62	Buy	+1	New	+$59	﹤0.01%	1179

Other funds holding HELE

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

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

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Claris Advisors's HELE Position: Q4 2024 in Review

Claris Advisors sold out of Helen of Troy (HELE) in Q4 2024, closing a stake of 1 share — an estimated $62 sold.

Claris Advisors first reported a position in HELE in Q3 2024 and held it in 1 quarter. The position peaked at $62 in Q3 2024. 240 funds tracked by Wall St. Rank hold HELE as of Q4 2024.

Claris Advisors reported no remaining Helen of Troy position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 Helen of Troy share in Q4 2024, an estimated $62.
Claris Advisors first reported a position in Helen of Troy in Q3 2024 and held it in 1 quarter.
Claris Advisors's Helen of Troy position peaked at $62 in Q3 2024.
240 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.