DZ Bank
HELE icon

DZ Bank’s Helen of Troy HELE Stock Holding History

DZ Bank’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
-1,100
Closed -$68K – 984
2024
Q3 		$68K Hold
1,100
– – ﹤0.01% 918
2024
Q2 		$102K Hold
1,100
– – ﹤0.01% 920
2024
Q1 		$127K Sell
1,100
-700
-39% -$83.6K ﹤0.01% 915
2023
Q4 		$217K Hold
1,800
– – ﹤0.01% 819
2023
Q3 		$210K Hold
1,800
– – ﹤0.01% 814
2023
Q2 		$194K Hold
1,800
– – ﹤0.01% 849
2023
Q1 		$171K Hold
1,800
– – ﹤0.01% 866
2022
Q4 		$200K Buy
1,800
+1,400
+350% +$136K ﹤0.01% 856
2022
Q3 		$38.6K Hold
400
– – ﹤0.01% 971
2022
Q2 		$65K Buy
+400
New +$75.4K ﹤0.01% 942

Other funds holding HELE

BlackRock
BlackRock New York $5.7T 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 $34.9B 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 $2.08B AUM 30.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return