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Evernest Financial Advisors’s Helen of Troy HELE Stock Holding History

Evernest Financial Advisors’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
-12,531
Closed -$775K – 170
2024
Q3 		$775K Buy
+12,531
New +$741K 0.21% 78

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

Evernest Financial Advisors's HELE Position: Q4 2024 in Review

Evernest Financial Advisors sold out of Helen of Troy (HELE) in Q4 2024, closing a stake of 12,531 shares — an estimated $775K sold.

Evernest Financial Advisors first reported a position in HELE in Q3 2024 and held it in 1 quarter. The position peaked at $775K in Q3 2024. 240 funds tracked by Wall St. Rank hold HELE as of Q4 2024.

  • Evernest Financial Advisors reported no remaining Helen of Troy position as of Q4 2024 after selling out during the quarter.
  • Evernest Financial Advisors sold 12,531 Helen of Troy shares in Q4 2024, an estimated $775K.
  • Evernest Financial Advisors first reported a position in Helen of Troy in Q3 2024 and held it in 1 quarter.
  • Evernest Financial Advisors's Helen of Troy position peaked at $775K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2024.

Based on Evernest Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.