EARNEST Partners
HELE icon

EARNEST Partners’s Helen of Troy HELE Stock Holding History

EARNEST Partners’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
2026
Q1 		$3.43M Sell
237,641
-24,993
-10% -$437K 0.01% 208
2025
Q4 		$5.58M Sell
262,634
-49,034
-16% -$1M 0.02% 206
2025
Q3 		$7.85M Sell
311,668
-460,002
-60% -$11.1M 0.03% 189
2025
Q2 		$21.9M Sell
771,670
-9,270
-1% -$285K 0.1% 167
2025
Q1 		$41.8M Buy
780,940
+23,601
+3% +$1.36M 0.2% 153
2024
Q4 		$45.3M Buy
757,339
+118,982
+19% +$7.91M 0.2% 150
2024
Q3 		$39.5M Sell
638,357
-27,899
-4% -$1.65M 0.17% 155
2024
Q2 		$61.8M Buy
666,256
+17,741
+3% +$1.8M 0.29% 132
2024
Q1 		$74.7M Buy
648,515
+63,595
+11% +$7.6M 0.34% 113
2023
Q4 		$70.7M Sell
584,920
-25,216
-4% -$2.72M 0.35% 115
2023
Q3 		$71.1M Sell
610,136
-25,943
-4% -$3.23M 0.41% 101
2023
Q2 		$68.7M Sell
636,079
-147,373
-19% -$14.1M 0.38% 110
2023
Q1 		$74.6M Buy
783,452
+279,467
+55% +$29.9M 0.43% 102
2022
Q4 		$55.9M Buy
+503,985
New +$49.1M 0.34% 117
2014
Q4 		– Sell
-7,802
Closed -$410K – 400
2014
Q3 		$410K Hold
7,802
– – ﹤0.01% 200
2014
Q2 		$473K Sell
7,802
-149,419
-95% -$9.29M ﹤0.01% 203
2014
Q1 		$10.9M Sell
157,221
-55,192
-26% -$3.36M 0.09% 163
2013
Q4 		$10.5M Buy
+212,413
New +$9.96M 0.08% 165

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