JF
HELE icon

Jump Financial’s Helen of Troy HELE Stock Holding History

Jump Financial’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 		$902K Buy
62,553
+20,696
+49% +$362K 0.01% 975
2025
Q4 		$889K Sell
41,857
-40,170
-49% -$820K 0.01% 1027
2025
Q3 		$2.07M Buy
+82,027
New +$1.99M 0.03% 714
2025
Q2 		– Sell
-30,230
Closed -$1.62M – 1937
2025
Q1 		$1.62M Buy
+30,230
New +$1.75M 0.02% 650
2024
Q4 		– Sell
-45,400
Closed -$2.81M – 1802
2024
Q3 		$2.81M Buy
+45,400
New +$2.69M 0.06% 393
2023
Q3 		– Sell
-14,168
Closed -$1.53M – 2005
2023
Q2 		$1.53M Buy
14,168
+11,868
+516% +$1.14M 0.06% 489
2023
Q1 		$219K Buy
+2,300
New +$246K 0.01% 1271
2022
Q4 		– Sell
-23,207
Closed -$2.24M – 1760
2022
Q3 		$2.24M Buy
+23,207
New +$2.98M 0.09% 348

Other funds holding HELE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return