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Henshaw Capital’s Helen of Troy HELE Stock Holding History

Henshaw Capital’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
-2,961
Closed -$275K – 308
2024
Q2 		$275K Hold
2,961
– – 0.01% 253
2024
Q1 		$341K Hold
2,961
– – 0.02% 228
2023
Q4 		$358K Hold
2,961
– – 0.02% 213
2023
Q3 		$345K Buy
2,961
+1,104
+59% +$137K 0.02% 206
2023
Q2 		$201K Buy
+1,857
New +$178K 0.01% 248
2022
Q2 		– Sell
-1,167
Closed -$229K – 309
2022
Q1 		$229K Hold
1,167
– – 0.01% 297
2021
Q4 		$285K Hold
1,167
– – 0.02% 275
2021
Q3 		$262K Buy
1,167
+282
+32% +$64.5K 0.02% 280
2021
Q2 		$202K Buy
+885
New +$195K 0.01% 338

Other funds holding HELE

BlackRock
BlackRock New York $5.7T 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return