ClearBridge Investments’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-166,481
| Closed | -$8.91M | – | 724 |
|
|
2025
Q1 | $8.91M | Sell |
166,481
-36,836
| -18% | -$1.97M | 0.01% | 507 |
|
|
2024
Q4 | $12.2M | Sell |
203,317
-2,539
| -1% | -$152K | 0.01% | 506 |
|
|
2024
Q3 | $12.7M | Buy |
+205,856
| New | +$12.7M | 0.01% | 503 |
|
|
2020
Q3 | – | Sell |
-64,062
| Closed | -$12.1M | – | 863 |
|
|
2020
Q2 | $12.1M | Buy |
+64,062
| New | +$12.1M | 0.01% | 488 |
|