KCM
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Kennedy Capital Management’s Helen of Troy HELE Stock Holding History

Kennedy Capital 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
2024
Q3 		– Sell
-133,263
Closed -$12.4M – 706
2024
Q2 		$12.4M Buy
133,263
+45,562
+52% +$4.62M 0.26% 115
2024
Q1 		$10.1M Buy
87,701
+32,321
+58% +$3.86M 0.21% 166
2023
Q4 		$6.69M Buy
55,380
+47,824
+633% +$5.15M 0.15% 251
2023
Q3 		$881K Sell
7,556
-75,797
-91% -$9.44M 0.02% 573
2023
Q2 		$9M Buy
83,353
+8,358
+11% +$800K 0.21% 179
2023
Q1 		$7.14M Sell
74,995
-70,313
-48% -$7.53M 0.21% 169
2022
Q4 		$16.1M Buy
145,308
+16,347
+13% +$1.59M 0.46% 40
2022
Q3 		$12.4M Buy
128,961
+29,734
+30% +$3.82M 0.37% 76
2022
Q2 		$16.1M Buy
99,227
+30,092
+44% +$5.67M 0.45% 46
2022
Q1 		$13.5M Buy
69,135
+14,623
+27% +$3.08M 0.32% 94
2021
Q4 		$13.3M Buy
54,512
+9,664
+22% +$2.29M 0.28% 105
2021
Q3 		$10.1M Sell
44,848
-6,698
-13% -$1.53M 0.23% 143
2021
Q2 		$11.8M Buy
51,546
+22,152
+75% +$4.87M 0.25% 119
2021
Q1 		$6.19M Sell
29,394
-2,594
-8% -$585K 0.12% 316
2020
Q4 		$7.11M Sell
31,988
-965
-3% -$199K 0.16% 234
2020
Q3 		$6.38M Sell
32,953
-8,902
-21% -$1.77M 0.18% 187
2020
Q2 		$7.89M Buy
41,855
+2,313
+6% +$379K 0.23% 131
2020
Q1 		$5.7M Buy
39,542
+12,205
+45% +$2.07M 0.21% 155
2019
Q4 		$4.92M Sell
27,337
-579
-2% -$92.9K 0.12% 335
2019
Q3 		$4.4M Sell
27,916
-1,196
-4% -$178K 0.11% 359
2019
Q2 		$3.8M Sell
29,112
-36,574
-56% -$4.79M 0.09% 405
2019
Q1 		$7.62M Buy
65,686
+7,867
+14% +$907K 0.18% 207
2018
Q4 		$7.58M Sell
57,819
-87,210
-60% -$11.4M 0.19% 185
2018
Q3 		$19M Sell
145,029
-11,838
-8% -$1.39M 0.35% 50
2018
Q2 		$15.4M Buy
156,867
+2,661
+2% +$243K 0.29% 80
2018
Q1 		$13.4M Sell
154,206
-3,525
-2% -$321K 0.26% 96
2017
Q4 		$15.2M Sell
157,731
-9,983
-6% -$919K 0.27% 93
2017
Q3 		$16.3M Sell
167,714
-106,271
-39% -$10.2M 0.29% 78
2017
Q2 		$25.8M Buy
273,985
+33,565
+14% +$3.12M 0.49% 19
2017
Q1 		$22.6M Buy
240,420
+21,629
+10% +$2.04M 0.4% 41
2016
Q4 		$18.5M Sell
218,791
-4,332
-2% -$362K 0.32% 72
2016
Q3 		$19.2M Sell
223,123
-28,675
-11% -$2.69M 0.37% 58
2016
Q2 		$25.9M Sell
251,798
-7,469
-3% -$754K 0.52% 16
2016
Q1 		$26.9M Sell
259,267
-8,465
-3% -$790K 0.55% 14
2015
Q4 		$25.2M Sell
267,732
-46,526
-15% -$4.65M 0.51% 16
2015
Q3 		$28.1M Sell
314,258
-1,840
-0.6% -$165K 0.57% 11
2015
Q2 		$30.8M Sell
316,098
-53,231
-14% -$4.68M 0.55% 13
2015
Q1 		$30.1M Sell
369,329
-7,555
-2% -$576K 0.53% 16
2014
Q4 		$24.5M Sell
376,884
-126,501
-25% -$7.79M 0.45% 28
2014
Q3 		$26.4M Sell
503,385
-4,679
-0.9% -$262K 0.52% 13
2014
Q2 		$30.8M Buy
508,064
+191,495
+60% +$11.9M 0.57% 13
2014
Q1 		$21.9M Buy
316,569
+211,405
+201% +$12.9M 0.41% 37
2013
Q4 		$5.19M Buy
+105,164
New +$4.93M 0.1% 369
2013
Q3 		– Sell
-20,597
Closed -$790K – 761
2013
Q2 		$790K Buy
+20,597
New +$782K 0.02% 662

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Kennedy Capital Management's HELE Position: Q3 2024 in Review

Kennedy Capital Management sold out of Helen of Troy (HELE) in Q3 2024, closing a stake of 133,263 shares — an estimated $12.4M sold.

Kennedy Capital Management first reported a position in HELE in Q2 2013 and held it in 44 quarters. The position peaked at $30.8M in Q2 2015. 244 funds tracked by Wall St. Rank hold HELE as of Q3 2024.

  • Kennedy Capital Management reported no remaining Helen of Troy position as of Q3 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 133,263 Helen of Troy shares in Q3 2024, an estimated $12.4M.
  • Kennedy Capital Management first reported a position in Helen of Troy in Q2 2013 and held it in 44 quarters.
  • Kennedy Capital Management's Helen of Troy position peaked at $30.8M in Q2 2015.
  • 244 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2024.

Based on Kennedy Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.