Global Financial Private Client’s Helen of Troy HELE Stock Holding History

Global Financial Private Client’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 Q3	–	Sell	-21	Closed	-$1.95K	–	817
2024 Q2	$1.95K	Hold	21	–	–	﹤0.01%	575
2024 Q1	$2.41K	Hold	21	–	–	﹤0.01%	573
2023 Q4	$2.54K	Hold	21	–	–	﹤0.01%	565
2023 Q3	$2.47K	Hold	21	–	–	﹤0.01%	555
2023 Q2	$2.31K	Hold	21	–	–	﹤0.01%	565
2023 Q1	$2.02K	Hold	21	–	–	﹤0.01%	577
2022 Q4	$2.33K	Hold	21	–	–	﹤0.01%	546
2022 Q3	$2.08K	Hold	21	–	–	﹤0.01%	528
2022 Q2	$3.48K	Hold	21	–	–	﹤0.01%	479
2022 Q1	$4.2K	Hold	21	–	–	﹤0.01%	478
2021 Q4	$5.13K	Hold	21	–	–	﹤0.01%	451
2021 Q3	$4.73K	Hold	21	–	–	﹤0.01%	402
2021 Q2	$4.86K	Hold	21	–	–	﹤0.01%	410
2021 Q1	$4.47K	Hold	21	–	–	﹤0.01%	369
2020 Q4	$4.67K	Hold	21	–	–	﹤0.01%	356
2020 Q3	$4.19K	Hold	21	–	–	﹤0.01%	352
2020 Q2	$3.92K	Hold	21	–	–	﹤0.01%	403
2020 Q1	$2.69K	Hold	21	–	–	﹤0.01%	425
2019 Q4	$3.78K	Buy	+21	New	+$3.37K	﹤0.01%	429

Other funds holding HELE

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

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Global Financial Private Client's HELE Position: Q3 2024 in Review

Global Financial Private Client sold out of Helen of Troy (HELE) in Q3 2024, closing a stake of 21 shares — an estimated $1.95K sold.

Global Financial Private Client first reported a position in HELE in Q4 2019 and held it in 19 quarters. The position peaked at $5.13K in Q4 2021. 244 funds tracked by Wall St. Rank hold HELE as of Q3 2024.

Global Financial Private Client reported no remaining Helen of Troy position as of Q3 2024 after selling out during the quarter.
Global Financial Private Client sold 21 Helen of Troy shares in Q3 2024, an estimated $1.95K.
Global Financial Private Client first reported a position in Helen of Troy in Q4 2019 and held it in 19 quarters.
Global Financial Private Client's Helen of Troy position peaked at $5.13K in Q4 2021.
244 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2024.

Based on Global Financial Private Client's 13F filing for Q3 2024, filed 7 Oct 2024.