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Connable Office Inc’s Helen of Troy HELE Stock Holding History

Connable Office Inc’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
Q3 		– Sell
-3,232
Closed -$300K – 220
2024
Q2 		$300K Hold
3,232
– – 0.03% 187
2024
Q1 		$372K Buy
3,232
+489
+18% +$58.4K 0.04% 169
2023
Q4 		$331K Buy
2,743
+788
+40% +$84.9K 0.04% 172
2023
Q3 		$228K Hold
1,955
– – 0.03% 171
2023
Q2 		$211K Buy
+1,955
New +$187K 0.03% 189
2013
Q4 		– Sell
-9,340
Closed -$413K – 249
2013
Q3 		$413K Hold
9,340
– – 0.12% 120
2013
Q2 		$358K Buy
+9,340
New +$355K 0.1% 133

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Connable Office Inc's HELE Position: Q3 2024 in Review

Connable Office Inc sold out of Helen of Troy (HELE) in Q3 2024, closing a stake of 3,232 shares — an estimated $300K sold.

Connable Office Inc first reported a position in HELE in Q2 2013 and held it in 7 quarters. The position peaked at $413K in Q3 2013. 244 funds tracked by Wall St. Rank hold HELE as of Q3 2024.

  • Connable Office Inc reported no remaining Helen of Troy position as of Q3 2024 after selling out during the quarter.
  • Connable Office Inc sold 3,232 Helen of Troy shares in Q3 2024, an estimated $300K.
  • Connable Office Inc first reported a position in Helen of Troy in Q2 2013 and held it in 7 quarters.
  • Connable Office Inc's Helen of Troy position peaked at $413K in Q3 2013.
  • 244 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2024.

Based on Connable Office Inc's 13F filing for Q3 2024, filed 6 Nov 2024.