Jones Financial Companies
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Jones Financial Companies’s Helen of Troy HELE Stock Holding History

Jones Financial Companies’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 		$1.39K Buy
100
+54
+117% +$944 ﹤0.01% 4258
2025
Q4 		$978 Sell
46
-100
-68% -$2.04K ﹤0.01% 4022
2025
Q3 		$3.69K Buy
146
+123
+535% +$2.98K ﹤0.01% 3482
2025
Q2 		$652 Buy
+23
New +$706 ﹤0.01% 3754
2025
Q1 		– Sell
-13
Closed -$778 – 3774
2024
Q4 		$778 Buy
+13
New +$864 ﹤0.01% 3174
2022
Q1 		– Sell
-12
Closed -$3K – 751
2021
Q4 		$3K Hold
12
– – ﹤0.01% 694
2021
Q3 		$3K Hold
12
– – ﹤0.01% 604
2021
Q2 		$3K Hold
12
– – ﹤0.01% 591
2021
Q1 		$3K Buy
12
+3
+33% +$676 ﹤0.01% 703
2020
Q4 		$2K Buy
+9
New +$1.85K ﹤0.01% 601

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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
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