Kelly Financial Services’s Helen of Troy HELE Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-31	Closed	-$2.88K	–	355
2024 Q2	$2.88K	Hold	31	–	–	﹤0.01%	552
2024 Q1	$3.57K	Hold	31	–	–	﹤0.01%	538
2023 Q4	$3.75K	Hold	31	–	–	﹤0.01%	507
2023 Q3	$3.61K	Hold	31	–	–	﹤0.01%	488
2023 Q2	$3.35K	Hold	31	–	–	﹤0.01%	497
2023 Q1	$2.95K	Hold	31	–	–	﹤0.01%	483
2022 Q4	$3.44K	Hold	31	–	–	﹤0.01%	449
2022 Q3	$2.99K	Hold	31	–	–	﹤0.01%	459
2022 Q2	$5.04K	Hold	31	–	–	﹤0.01%	402
2022 Q1	$6.07K	Hold	31	–	–	﹤0.01%	399
2021 Q4	$7.58K	Hold	31	–	–	﹤0.01%	380
2021 Q3	$6.96K	Sell	31 -7,041	-100%	-$1.61M	﹤0.01%	376
2021 Q2	$31K	Buy	7,072 +7,041	+22,713%	+$1.55M	﹤0.01%	509
2021 Q1	$6.53K	Hold	31	–	–	﹤0.01%	362
2020 Q4	$6.89K	Hold	31	–	–	﹤0.01%	329
2020 Q3	$6K	Hold	31	–	–	﹤0.01%	313
2020 Q2	$5.84K	Hold	31	–	–	﹤0.01%	316
2020 Q1	$4.46K	Hold	31	–	–	0.01%	310
2019 Q4	$5.57K	Hold	31	–	–	﹤0.01%	291
2019 Q3	$4.89K	Hold	31	–	–	﹤0.01%	292
2019 Q2	$4.05K	Hold	31	–	–	﹤0.01%	308
2019 Q1	$3.6K	Buy	+31	New	+$3.57K	﹤0.01%	325

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Kelly Financial Services's HELE Position: Q3 2024 in Review

Kelly Financial Services sold out of Helen of Troy (HELE) in Q3 2024, closing a stake of 31 shares — an estimated $2.88K sold.

Kelly Financial Services first reported a position in HELE in Q1 2019 and held it in 22 quarters. The position peaked at $31K in Q2 2021. 244 funds tracked by Wall St. Rank hold HELE as of Q3 2024.

Kelly Financial Services reported no remaining Helen of Troy position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 31 Helen of Troy shares in Q3 2024, an estimated $2.88K.
Kelly Financial Services first reported a position in Helen of Troy in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Helen of Troy position peaked at $31K in Q2 2021.
244 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.