Handelsbanken Fonder’s Helen of Troy HELE Stock Holding History

Handelsbanken Fonder’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 Q2	–	Sell	-6,951	Closed	-$372K	–	1534
2025 Q1	$372K	Hold	6,951	–	–	﹤0.01%	1340
2024 Q4	$416K	Sell	6,951 -400	-5%	-$26.6K	﹤0.01%	1357
2024 Q3	$455K	Buy	7,351 +2,400	+48%	+$142K	﹤0.01%	1283
2024 Q2	$459K	Hold	4,951	–	–	﹤0.01%	1195
2024 Q1	$571K	Hold	4,951	–	–	﹤0.01%	1105
2023 Q4	$598K	Buy	4,951 +1,500	+43%	+$162K	﹤0.01%	1061
2023 Q3	$402K	Hold	3,451	–	–	﹤0.01%	1162
2023 Q2	$373K	Hold	3,451	–	–	﹤0.01%	1228
2023 Q1	$328K	Hold	3,451	–	–	﹤0.01%	1240
2022 Q4	$383K	Hold	3,451	–	–	﹤0.01%	1108
2022 Q3	$333K	Hold	3,451	–	–	﹤0.01%	1188
2022 Q2	$560K	Hold	3,451	–	–	﹤0.01%	957
2022 Q1	$676K	Sell	3,451 -1,200	-26%	-$253K	﹤0.01%	992
2021 Q4	$1.14M	Hold	4,651	–	–	0.01%	828
2021 Q3	$1.04M	Hold	4,651	–	–	0.01%	877
2021 Q2	$1.06M	Buy	4,651 +500	+12%	+$110K	0.01%	886
2021 Q1	$874K	Sell	4,151 -800	-16%	-$180K	0.01%	900
2020 Q4	$1.1M	Hold	4,951	–	–	0.01%	780
2020 Q3	$958K	Hold	4,951	–	–	0.01%	738
2020 Q2	$934K	Buy	+4,951	New	+$810K	0.01%	711

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

Pzena Investment Management New York $30.8B AUM 11.29% 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

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

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

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

Handelsbanken Fonder's HELE Position: Q2 2025 in Review

Handelsbanken Fonder sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 6,951 shares — an estimated $372K sold.

Handelsbanken Fonder first reported a position in HELE in Q2 2020 and held it in 20 quarters. The position peaked at $1.14M in Q4 2021. 208 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

Handelsbanken Fonder reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
Handelsbanken Fonder sold 6,951 Helen of Troy shares in Q2 2025, an estimated $372K.
Handelsbanken Fonder first reported a position in Helen of Troy in Q2 2020 and held it in 20 quarters.
Handelsbanken Fonder's Helen of Troy position peaked at $1.14M in Q4 2021.
208 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on Handelsbanken Fonder's 13F filing for Q2 2025, filed 12 Aug 2025.