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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

DZ Bank's HELE Position: Q4 2024 in Review

DZ Bank sold out of Helen of Troy (HELE) in Q4 2024, closing a stake of 1,100 shares — an estimated $68K sold.

DZ Bank first reported a position in HELE in Q2 2022 and held it in 10 quarters. The position peaked at $217K in Q4 2023. 241 funds tracked by Wall St. Rank hold HELE as of Q4 2024.

  • DZ Bank reported no remaining Helen of Troy position as of Q4 2024 after selling out during the quarter.
  • DZ Bank sold 1,100 Helen of Troy shares in Q4 2024, an estimated $68K.
  • DZ Bank first reported a position in Helen of Troy in Q2 2022 and held it in 10 quarters.
  • DZ Bank's Helen of Troy position peaked at $217K in Q4 2023.
  • 241 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2024.

Based on DZ Bank's 13F filing for Q4 2024, filed 14 Feb 2025.