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Edgestream Partners’s Helen of Troy HELE Stock Holding History

Edgestream 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
2024
Q4 		– Sell
-10,566
Closed -$654K – 949
2024
Q3 		$654K Buy
+10,566
New +$625K 0.03% 653
2023
Q1 		– Sell
-13,487
Closed -$1.5M – 595
2022
Q4 		$1.5M Sell
13,487
-46,196
-77% -$4.5M 0.17% 200
2022
Q3 		$5.76M Buy
59,683
+56,131
+1,580% +$7.21M 0.45% 63
2022
Q2 		$577K Buy
3,552
+1,628
+85% +$307K 0.05% 395
2022
Q1 		$377K Buy
+1,924
New +$405K 0.03% 459

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

Edgestream Partners's HELE Position: Q4 2024 in Review

Edgestream Partners sold out of Helen of Troy (HELE) in Q4 2024, closing a stake of 10,566 shares — an estimated $654K sold.

Edgestream Partners first reported a position in HELE in Q1 2022 and held it in 5 quarters. The position peaked at $5.76M in Q3 2022. 240 funds tracked by Wall St. Rank hold HELE as of Q4 2024.

  • Edgestream Partners reported no remaining Helen of Troy position as of Q4 2024 after selling out during the quarter.
  • Edgestream Partners sold 10,566 Helen of Troy shares in Q4 2024, an estimated $654K.
  • Edgestream Partners first reported a position in Helen of Troy in Q1 2022 and held it in 5 quarters.
  • Edgestream Partners's Helen of Troy position peaked at $5.76M in Q3 2022.
  • 240 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2024.

Based on Edgestream Partners's 13F filing for Q4 2024, filed 7 Feb 2025.