Credit Suisse’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.73M | Buy |
32,349
+3,231
| +11% | +$386K | ﹤0.01% | 1465 |
|
|
2023
Q4 | $3.52M | Sell |
29,118
-1,082
| -4% | -$117K | ﹤0.01% | 1539 |
|
|
2023
Q3 | $3.52M | Buy |
30,200
+146
| +0.5% | +$18.2K | ﹤0.01% | 1489 |
|
|
2023
Q2 | $3.25M | Buy |
30,054
+2,070
| +7% | +$198K | ﹤0.01% | 1616 |
|
|
2023
Q1 | $2.66M | Buy |
27,984
+761
| +3% | +$81.5K | ﹤0.01% | 1706 |
|
|
2022
Q4 | $3.02M | Buy |
27,223
+6,234
| +30% | +$607K | ﹤0.01% | 1641 |
|
|
2022
Q3 | $2.02M | Buy |
20,989
+337
| +2% | +$43.3K | ﹤0.01% | 1853 |
|
|
2022
Q2 | $3.35M | Sell |
20,652
-446
| -2% | -$84.1K | ﹤0.01% | 1554 |
|
|
2022
Q1 | $4.13M | Buy |
21,098
+199
| +1% | +$41.9K | ﹤0.01% | 1595 |
|
|
2021
Q4 | $5.11M | Sell |
20,899
-2,286
| -10% | -$542K | ﹤0.01% | 2009 |
|
|
2021
Q3 | $5.21M | Buy |
23,185
+2,309
| +11% | +$528K | ﹤0.01% | 2026 |
|
|
2021
Q2 | $4.76M | Sell |
20,876
-145
| -0.7% | -$31.9K | ﹤0.01% | 2119 |
|
|
2021
Q1 | $4.43M | Sell |
21,021
-12,369
| -37% | -$2.79M | ﹤0.01% | 2173 |
|
|
2020
Q4 | $7.42M | Buy |
33,390
+9,198
| +38% | +$1.9M | ﹤0.01% | 1778 |
|
|
2020
Q3 | $4.68M | Sell |
24,192
-2,448
| -9% | -$486K | ﹤0.01% | 1838 |
|
|
2020
Q2 | $5.02M | Buy |
26,640
+5,468
| +26% | +$895K | ﹤0.01% | 1699 |
|
|
2020
Q1 | $3.05M | Sell |
21,172
-188
| -0.9% | -$31.9K | ﹤0.01% | 1835 |
|
|
2019
Q4 | $3.84M | Sell |
21,360
-1,368
| -6% | -$219K | ﹤0.01% | 2068 |
|
|
2019
Q3 | $3.58M | Sell |
22,728
-7,663
| -25% | -$1.14M | ﹤0.01% | 2025 |
|
|
2019
Q2 | $3.97M | Sell |
30,391
-15,216
| -33% | -$1.99M | ﹤0.01% | 1928 |
|
|
2019
Q1 | $5.29M | Buy |
45,607
+16,383
| +56% | +$1.89M | ﹤0.01% | 1677 |
|
|
2018
Q4 | $3.83M | Buy |
29,224
+7,386
| +34% | +$969K | ﹤0.01% | 1774 |
|
|
2018
Q3 | $2.86M | Sell |
21,838
-10,526
| -33% | -$1.24M | ﹤0.01% | 2090 |
|
|
2018
Q2 | $3.19M | Buy |
32,364
+3,365
| +12% | +$307K | ﹤0.01% | 2076 |
|
|
2018
Q1 | $2.52M | Sell |
28,999
-5,120
| -15% | -$466K | ﹤0.01% | 2232 |
|
|
2017
Q4 | $3.29M | Sell |
34,119
-5,714
| -14% | -$526K | ﹤0.01% | 2067 |
|
|
2017
Q3 | $3.86M | Buy |
39,833
+19,161
| +93% | +$1.84M | ﹤0.01% | 1974 |
|
|
2017
Q2 | $1.95M | Sell |
20,672
-5,260
| -20% | -$490K | ﹤0.01% | 2253 |
|
|
2017
Q1 | $2.44M | Sell |
25,932
-10,569
| -29% | -$997K | ﹤0.01% | 2201 |
|
|
2016
Q4 | $3.08M | Sell |
36,501
-20,033
| -35% | -$1.68M | ﹤0.01% | 2073 |
|
|
2016
Q3 | $4.87M | Sell |
56,534
-17,312
| -23% | -$1.62M | ﹤0.01% | 1673 |
|
|
2016
Q2 | $7.59M | Buy |
73,846
+25,146
| +52% | +$2.54M | 0.01% | 1355 |
|
|
2016
Q1 | $5.05M | Buy |
48,700
+4,864
| +11% | +$454K | 0.01% | 1521 |
|
|
2015
Q4 | $4.13M | Buy |
43,836
+646
| +1% | +$64.6K | ﹤0.01% | 1734 |
|
|
2015
Q3 | $3.86M | Sell |
43,190
-13,632
| -24% | -$1.22M | ﹤0.01% | 1758 |
|
|
2015
Q2 | $5.54M | Buy |
56,822
+19,895
| +54% | +$1.75M | 0.01% | 1652 |
|
|
2015
Q1 | $3.01M | Buy |
36,927
+2,143
| +6% | +$163K | ﹤0.01% | 2063 |
|
|
2014
Q4 | $2.26M | Sell |
34,784
-5,173
| -13% | -$318K | ﹤0.01% | 2442 |
|
|
2014
Q3 | $2.1M | Sell |
39,957
-55,655
| -58% | -$3.12M | ﹤0.01% | 2449 |
|
|
2014
Q2 | $5.8M | Buy |
95,612
+33,704
| +54% | +$2.1M | ﹤0.01% | 1829 |
|
|
2014
Q1 | $4.29M | Buy |
61,908
+48,778
| +372% | +$2.97M | ﹤0.01% | 1893 |
|
|
2013
Q4 | $648K | Sell |
13,130
-15,977
| -55% | -$749K | ﹤0.01% | 3604 |
|
|
2013
Q3 | $1.29M | Buy |
29,107
+8,488
| +41% | +$357K | ﹤0.01% | 2757 |
|
|
2013
Q2 | $791K | Buy |
+20,619
| New | +$783K | ﹤0.01% | 2977 |
|
Other funds holding HELE
CB
SCM
Credit Suisse's HELE Position: Q1 2024 in Review
Credit Suisse increased its Helen of Troy (HELE) stake by 11% in Q1 2024, buying an estimated $386K and bringing the position to 32,349 shares worth $3.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1465.
Credit Suisse first reported a position in HELE in Q2 2013 and has held it in 44 quarters since. The position peaked at $7.59M in Q2 2016. 273 funds tracked by Wall St. Rank hold HELE as of Q1 2024.
- Credit Suisse held 32,349 shares of Helen of Troy worth $3.73M as of Q1 2024.
- Credit Suisse bought 3,231 Helen of Troy shares in Q1 2024, an estimated $386K.
- Helen of Troy made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1465 holding.
- Credit Suisse first reported a position in Helen of Troy in Q2 2013 and has held it in 44 quarters since.
- Credit Suisse's Helen of Troy position peaked at $7.59M in Q2 2016.
- 273 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.