Jacobs Levy Equity Management’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.76M | Buy |
343,963
+11,255
| +3% | +$319K | 0.04% | 310 |
|
|
2025
Q1 | $17.8M | Buy |
332,708
+316,755
| +1,986% | +$16.9M | 0.07% | 243 |
|
|
2024
Q4 | $954K | Sell |
15,953
-1,221
| -7% | -$73.1K | ﹤0.01% | 721 |
|
|
2024
Q3 | $1.06M | Buy |
+17,174
| New | +$1.06M | ﹤0.01% | 713 |
|
|
2018
Q4 | – | Sell |
-10,500
| Closed | -$1.37M | – | 1017 |
|
|
2018
Q3 | $1.37M | Buy |
+10,500
| New | +$1.37M | 0.02% | 589 |
|
|
2016
Q1 | – | Sell |
-3,010
| Closed | -$284K | – | 1140 |
|
|
2015
Q4 | $284K | Buy |
+3,010
| New | +$284K | 0.01% | 661 |
|
|
2013
Q4 | – | Sell |
-19,690
| Closed | -$871K | – | 977 |
|
|
2013
Q3 | $871K | Hold |
19,690
| – | – | 0.01% | 564 |
|
|
2013
Q2 | $756K | Buy |
+19,690
| New | +$756K | 0.01% | 639 |
|