Jacobs Levy Equity Management
HELE icon

Jacobs Levy Equity Management’s Helen of Troy HELE Stock Holding History

Jacobs Levy Equity 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
2026
Q1 		$1.68M Sell
116,595
-133,047
-53% -$2.33M 0.01% 618
2025
Q4 		$5.3M Sell
249,642
-110,051
-31% -$2.25M 0.02% 394
2025
Q3 		$9.06M Buy
359,693
+15,730
+5% +$381K 0.04% 318
2025
Q2 		$9.76M Buy
343,963
+11,255
+3% +$346K 0.04% 310
2025
Q1 		$17.8M Buy
332,708
+316,755
+1,986% +$18.3M 0.07% 243
2024
Q4 		$954K Sell
15,953
-1,221
-7% -$81.2K ﹤0.01% 721
2024
Q3 		$1.06M Buy
+17,174
New +$1.02M ﹤0.01% 713
2018
Q4 		– Sell
-10,500
Closed -$1.37M – 1017
2018
Q3 		$1.37M Buy
+10,500
New +$1.24M 0.02% 589
2016
Q1 		– Sell
-3,010
Closed -$284K – 1140
2015
Q4 		$284K Buy
+3,010
New +$301K 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 +$748K 0.01% 639

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D.E. Shaw & Co
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Pzena Investment Management
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AQR Capital Management
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Wellington Management Group
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ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return