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Dynamic Technology Lab’s Helen of Troy HELE Stock Holding History

Dynamic Technology Lab’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
2025
Q1 		– Sell
-13,460
Closed -$806K – 1157
2024
Q4 		$806K Buy
+13,460
New +$895K 0.13% 282
2024
Q3 		– Sell
-5,688
Closed -$528K – 1147
2024
Q2 		$528K Sell
5,688
-5,849
-51% -$593K 0.06% 494
2024
Q1 		$1.33M Buy
+11,537
New +$1.38M 0.14% 239
2023
Q2 		– Sell
-3,884
Closed -$370K – 1156
2023
Q1 		$370K Buy
+3,884
New +$416K 0.03% 731
2022
Q4 		– Sell
-5,540
Closed -$534K – 1268
2022
Q3 		$534K Sell
5,540
-3,510
-39% -$451K 0.05% 604
2022
Q2 		$1.47M Buy
9,050
+6,260
+224% +$1.18M 0.17% 190
2022
Q1 		$546K Sell
2,790
-5,945
-68% -$1.25M 0.06% 539
2021
Q4 		$2.13M Buy
8,735
+4,005
+85% +$950K 0.24% 72
2021
Q3 		$1.06M Buy
+4,730
New +$1.08M 0.13% 253
2021
Q2 		– Sell
-5,128
Closed -$1.08M – 1285
2021
Q1 		$1.08M Buy
+5,128
New +$1.16M 0.12% 228
2018
Q3 		– Sell
-2,075
Closed -$204K – 1154
2018
Q2 		$204K Sell
2,075
-3,771
-65% -$344K 0.03% 844
2018
Q1 		$509K Buy
+5,846
New +$532K 0.08% 477
2016
Q4 		– Sell
-7,504
Closed -$646K – 992
2016
Q3 		$646K Buy
+7,504
New +$703K 0.17% 141
2016
Q1 		– Sell
-5,056
Closed -$477K – 1026
2015
Q4 		$477K Buy
+5,056
New +$506K 0.14% 243
2015
Q3 		– Sell
-5,707
Closed -$556K – 897
2015
Q2 		$556K Buy
5,707
+3,224
+130% +$284K 0.19% 138
2015
Q1 		$202K Buy
+2,483
New +$189K 0.09% 525

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dynamic Technology Lab's HELE Position: Q1 2025 in Review

Dynamic Technology Lab sold out of Helen of Troy (HELE) in Q1 2025, closing a stake of 13,460 shares — an estimated $806K sold.

Dynamic Technology Lab first reported a position in HELE in Q1 2015 and held it in 16 quarters. The position peaked at $2.13M in Q4 2021. 228 funds tracked by Wall St. Rank hold HELE as of Q1 2025.

  • Dynamic Technology Lab reported no remaining Helen of Troy position as of Q1 2025 after selling out during the quarter.
  • Dynamic Technology Lab sold 13,460 Helen of Troy shares in Q1 2025, an estimated $806K.
  • Dynamic Technology Lab first reported a position in Helen of Troy in Q1 2015 and held it in 16 quarters.
  • Dynamic Technology Lab's Helen of Troy position peaked at $2.13M in Q4 2021.
  • 228 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2025.

Based on Dynamic Technology Lab's 13F filing for Q1 2025, filed 16 May 2025.