Jacobs Levy Equity Management’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.06M | Buy |
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|
2025
Q2 | $9.76M | Buy |
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|
2025
Q1 | $17.8M | Buy |
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|
2024
Q4 | $954K | Sell |
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|
2024
Q3 | $1.06M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.37M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $284K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $871K | Hold |
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|
2013
Q2 | $756K | Buy |
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