DPW
HELE icon

DiNuzzo Private Wealth’s Helen of Troy HELE Stock Holding History

DiNuzzo Private Wealth’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
Q4 		– Sell
-1
Closed -$62 – 1434
2024
Q3 		$62 Sell
1
-5
-83% -$296 ﹤0.01% 1394
2024
Q2 		$557 Buy
6
+1
+20% +$101 ﹤0.01% 1009
2024
Q1 		$577 Hold
5
– – ﹤0.01% 932
2023
Q4 		$605 Buy
+5
New +$539 ﹤0.01% 908

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

DiNuzzo Private Wealth's HELE Position: Q4 2024 in Review

DiNuzzo Private Wealth sold out of Helen of Troy (HELE) in Q4 2024, closing a stake of 1 share — an estimated $62 sold.

DiNuzzo Private Wealth first reported a position in HELE in Q4 2023 and held it in 4 quarters. The position peaked at $605 in Q4 2023. 240 funds tracked by Wall St. Rank hold HELE as of Q4 2024.

  • DiNuzzo Private Wealth reported no remaining Helen of Troy position as of Q4 2024 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 1 Helen of Troy share in Q4 2024, an estimated $62.
  • DiNuzzo Private Wealth first reported a position in Helen of Troy in Q4 2023 and held it in 4 quarters.
  • DiNuzzo Private Wealth's Helen of Troy position peaked at $605 in Q4 2023.
  • 240 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2024.

Based on DiNuzzo Private Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.