John Overdeck’s Helen of Troy HELE Stock Holding History

John Overdeck’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 Q1	–	Sell	-6,000	Closed	-$1.47M	–	3364
2021 Q4	$1.47M	Sell	6,000 -4,900	-45%	-$1.16M	﹤0.01%	2215
2021 Q3	$2.45M	Buy	10,900 +3,700	+51%	+$847K	0.01%	1798
2021 Q2	$1.64M	Buy	7,200 +2,500	+53%	+$550K	﹤0.01%	2038
2021 Q1	$990K	Buy	+4,700	New	+$1.06M	﹤0.01%	2330
2020 Q1	–	Sell	-2,200	Closed	-$396K	–	3398
2019 Q4	$396K	Hold	2,200	–	–	﹤0.01%	2978
2019 Q3	$347K	Buy	2,200 +200	+10%	+$29.7K	﹤0.01%	2850
2019 Q2	$261K	Sell	2,000 -3,500	-64%	-$458K	﹤0.01%	2933
2019 Q1	$638K	Buy	+5,500	New	+$634K	﹤0.01%	2115

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

John Overdeck's HELE Position: Q2 2026 in Review

John Overdeck opened a new position in Helen of Troy (HELE) in Q2 2026: 42,237 shares worth $1.23M. The stake represents ﹤0.01% of the portfolio and ranks #3451 among its holdings. This is a return to the name: John Overdeck previously reported a position in HELE as recently as Q4 2025.

John Overdeck first reported a position in HELE in Q2 2014 and has held it in 25 quarters since. The position peaked at $10.9M in Q4 2016. 199 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

John Overdeck held 42,237 shares of Helen of Troy worth $1.23M as of Q2 2026.
Helen of Troy was a new John Overdeck position in Q2 2026.
Helen of Troy made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3451 holding.
John Overdeck first reported a position in Helen of Troy in Q2 2014 and has held it in 25 quarters since.
John Overdeck's Helen of Troy position peaked at $10.9M in Q4 2016.
199 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.