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Empowered Funds’s Helen of Troy HELE Stock Holding History

Empowered Funds’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
-2,502
Closed -$150K – 1693
2024
Q4 		$150K Buy
+2,502
New +$166K ﹤0.01% 1547
2023
Q3 		– Sell
-8,316
Closed -$898K – 1232
2023
Q2 		$898K Buy
+8,316
New +$796K 0.03% 635
2019
Q1 		– Sell
-8,742
Closed -$1.15M – 104
2018
Q4 		$1.15M Buy
+8,742
New +$1.15M 0.49% 75

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

Empowered Funds's HELE Position: Q1 2025 in Review

Empowered Funds sold out of Helen of Troy (HELE) in Q1 2025, closing a stake of 2,502 shares — an estimated $150K sold.

Empowered Funds first reported a position in HELE in Q4 2018 and held it in 3 quarters. The position peaked at $1.15M in Q4 2018. 228 funds tracked by Wall St. Rank hold HELE as of Q1 2025.

  • Empowered Funds reported no remaining Helen of Troy position as of Q1 2025 after selling out during the quarter.
  • Empowered Funds sold 2,502 Helen of Troy shares in Q1 2025, an estimated $150K.
  • Empowered Funds first reported a position in Helen of Troy in Q4 2018 and held it in 3 quarters.
  • Empowered Funds's Helen of Troy position peaked at $1.15M in Q4 2018.
  • 228 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2025.

Based on Empowered Funds's 13F filing for Q1 2025, filed 16 May 2025.