Intrinsic Edge Capital Management’s Helen of Troy HELE Stock Holding History

Intrinsic Edge Capital Management’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
2022 Q2	–	Sell	-20,000	Closed	-$3.92M	–	180
2022 Q1	$3.92M	Buy	+20,000	New	+$4.21M	0.3%	116
2020 Q4	–	Sell	-49,077	Closed	-$9.5M	–	249
2020 Q3	$9.5M	Buy	+49,077	New	+$9.75M	0.64%	37
2018 Q3	–	Sell	-7,000	Closed	-$689K	–	157
2018 Q2	$689K	Sell	7,000 -13,000	-65%	-$1.19M	0.08%	136
2018 Q1	$1.74M	Buy	+20,000	New	+$1.82M	0.26%	92

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Intrinsic Edge Capital Management's HELE Position: Q2 2022 in Review

Intrinsic Edge Capital Management sold out of Helen of Troy (HELE) in Q2 2022, closing a stake of 20,000 shares — an estimated $3.92M sold.

Intrinsic Edge Capital Management first reported a position in HELE in Q1 2018 and held it in 4 quarters. The position peaked at $9.5M in Q3 2020. 295 funds tracked by Wall St. Rank hold HELE as of Q2 2022.

Intrinsic Edge Capital Management reported no remaining Helen of Troy position as of Q2 2022 after selling out during the quarter.
Intrinsic Edge Capital Management sold 20,000 Helen of Troy shares in Q2 2022, an estimated $3.92M.
Intrinsic Edge Capital Management first reported a position in Helen of Troy in Q1 2018 and held it in 4 quarters.
Intrinsic Edge Capital Management's Helen of Troy position peaked at $9.5M in Q3 2020.
295 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2022.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.