First Hawaiian Bank’s Helen of Troy HELE Stock Holding History

First Hawaiian 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
2025 Q1	–	Sell	-10,032	Closed	-$600K	–	385
2024 Q4	$600K	Buy	10,032 +671	+7%	+$44.6K	0.02%	567
2024 Q3	$579K	Buy	+9,361	New	+$554K	0.02%	573
2022 Q2	–	Sell	-1,490	Closed	-$292K	–	905
2022 Q1	$292K	Hold	1,490	–	–	0.01%	779
2021 Q4	$364K	Hold	1,490	–	–	0.01%	725
2021 Q3	$335K	Sell	1,490 -212	-12%	-$48.5K	0.01%	660
2021 Q2	$388K	Buy	1,702 +58	+4%	+$12.8K	0.02%	617
2021 Q1	$346K	Sell	1,644 -7	-0.4%	-$1.58K	0.02%	665
2020 Q4	$367K	Buy	1,651 +56	+4%	+$11.5K	0.02%	592
2020 Q3	$309K	Sell	1,595 -30	-2%	-$5.96K	0.02%	589
2020 Q2	$306K	Sell	1,625 -253	-13%	-$41.4K	0.02%	578
2020 Q1	$270K	Hold	1,878	–	–	0.02%	576
2019 Q4	$338K	Sell	1,878 -1,463	-44%	-$235K	0.02%	633
2019 Q3	$527K	Hold	3,341	–	–	0.03%	437
2019 Q2	$436K	Hold	3,341	–	–	0.02%	500
2019 Q1	$387K	Sell	3,341 -1,194	-26%	-$138K	0.02%	523
2018 Q4	$595K	Sell	4,535 -151	-3%	-$19.8K	0.04%	352
2018 Q3	$613K	Buy	+4,686	New	+$552K	0.03%	405

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Hawaiian Bank's HELE Position: Q1 2025 in Review

First Hawaiian Bank sold out of Helen of Troy (HELE) in Q1 2025, closing a stake of 10,032 shares — an estimated $600K sold.

First Hawaiian Bank first reported a position in HELE in Q3 2018 and held it in 17 quarters. The position peaked at $613K in Q3 2018. 228 funds tracked by Wall St. Rank hold HELE as of Q1 2025.

First Hawaiian Bank reported no remaining Helen of Troy position as of Q1 2025 after selling out during the quarter.
First Hawaiian Bank sold 10,032 Helen of Troy shares in Q1 2025, an estimated $600K.
First Hawaiian Bank first reported a position in Helen of Troy in Q3 2018 and held it in 17 quarters.
First Hawaiian Bank's Helen of Troy position peaked at $613K in Q3 2018.
228 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2025.

Based on First Hawaiian Bank's 13F filing for Q1 2025, filed 3 Apr 2025.