CVA Family Office’s Helen of Troy HELE Stock Holding History

CVA Family Office’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	-5	Closed	-$464	–	1301
2024 Q2	$464	Buy	+5	New	+$507	﹤0.01%	1237

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CVA Family Office's HELE Position: Q3 2024 in Review

CVA Family Office sold out of Helen of Troy (HELE) in Q3 2024, closing a stake of 5 shares — an estimated $464 sold.

CVA Family Office first reported a position in HELE in Q2 2024 and held it in 1 quarter. The position peaked at $464 in Q2 2024. 244 funds tracked by Wall St. Rank hold HELE as of Q3 2024.

CVA Family Office reported no remaining Helen of Troy position as of Q3 2024 after selling out during the quarter.
CVA Family Office sold 5 Helen of Troy shares in Q3 2024, an estimated $464.
CVA Family Office first reported a position in Helen of Troy in Q2 2024 and held it in 1 quarter.
CVA Family Office's Helen of Troy position peaked at $464 in Q2 2024.
244 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2024.

Based on CVA Family Office's 13F filing for Q3 2024, filed 10 Oct 2024.