Dark Forest Capital Management’s Helen of Troy HELE Stock Holding History

Dark Forest Capital Management’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	-35,955	Closed	-$3.33M	–	1044
2024 Q2	$3.33M	Buy	35,955 +12,657	+54%	+$1.28M	0.61%	22
2024 Q1	$2.68M	Sell	23,298 -7,245	-24%	-$865K	0.45%	30
2023 Q4	$3.69M	Sell	30,543 -4,601	-13%	-$496K	0.55%	30
2023 Q3	$4.1M	Buy	35,144 +10,587	+43%	+$1.32M	0.32%	20
2023 Q2	$2.65M	Buy	24,557 +16,291	+197%	+$1.56M	0.24%	39
2023 Q1	$787K	Buy	8,266 +7,377	+830%	+$790K	0.19%	113
2022 Q4	$98.6K	Buy	+889	New	+$86.5K	0.02%	359
2022 Q3	–	Sell	-6	Closed	-$1K	–	1258
2022 Q2	$1K	Buy	+6	New	+$1.13K	﹤0.01%	788
2021 Q4	–	Sell	-11	Closed	-$2K	–	1578
2021 Q3	$2K	Buy	+11	New	+$2.52K	﹤0.01%	1165

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

Dark Forest Capital Management's HELE Position: Q3 2024 in Review

Dark Forest Capital Management sold out of Helen of Troy (HELE) in Q3 2024, closing a stake of 35,955 shares — an estimated $3.33M sold.

Dark Forest Capital Management first reported a position in HELE in Q3 2021 and held it in 9 quarters. The position peaked at $4.1M in Q3 2023. 244 funds tracked by Wall St. Rank hold HELE as of Q3 2024.

Dark Forest Capital Management reported no remaining Helen of Troy position as of Q3 2024 after selling out during the quarter.
Dark Forest Capital Management sold 35,955 Helen of Troy shares in Q3 2024, an estimated $3.33M.
Dark Forest Capital Management first reported a position in Helen of Troy in Q3 2021 and held it in 9 quarters.
Dark Forest Capital Management's Helen of Troy position peaked at $4.1M in Q3 2023.
244 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2024.

Based on Dark Forest Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.