Lazard Asset Management’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67K | Buy |
+2,368
| New | +$67K | ﹤0.01% | 1958 |
|
|
2024
Q3 | – | Sell |
-35,833
| Closed | -$3.32M | – | 2344 |
|
|
2024
Q2 | $3.32M | Sell |
35,833
-19,122
| -35% | -$1.77M | ﹤0.01% | 772 |
|
|
2024
Q1 | $6.33M | Sell |
54,955
-102,128
| -65% | -$11.8M | 0.01% | 640 |
|
|
2023
Q4 | $19M | Sell |
157,083
-809
| -0.5% | -$97.7K | 0.02% | 399 |
|
|
2023
Q3 | $18.4M | Sell |
157,892
-92,658
| -37% | -$10.8M | 0.03% | 401 |
|
|
2023
Q2 | $27.1M | Buy |
250,550
+191,062
| +321% | +$20.6M | 0.03% | 327 |
|
|
2023
Q1 | $5.66M | Buy |
+59,488
| New | +$5.66M | 0.01% | 698 |
|
|
2022
Q3 | – | Sell |
-93,924
| Closed | -$15.3M | – | 2424 |
|
|
2022
Q2 | $15.3M | Buy |
93,924
+6,406
| +7% | +$1.04M | 0.02% | 502 |
|
|
2022
Q1 | $17.1M | Buy |
87,518
+22,444
| +34% | +$4.4M | 0.02% | 501 |
|
|
2021
Q4 | $15.9M | Sell |
65,074
-22,239
| -25% | -$5.44M | 0.02% | 527 |
|
|
2021
Q3 | $19.6M | Sell |
87,313
-21,542
| -20% | -$4.84M | 0.02% | 480 |
|
|
2021
Q2 | $24.8M | Sell |
108,855
-19,095
| -15% | -$4.36M | 0.03% | 416 |
|
|
2021
Q1 | $27M | Buy |
127,950
+7,188
| +6% | +$1.51M | 0.03% | 376 |
|
|
2020
Q4 | $26.8M | Buy |
120,762
+6,009
| +5% | +$1.34M | 0.03% | 370 |
|
|
2020
Q3 | $22.2M | Sell |
114,753
-37,363
| -25% | -$7.23M | 0.03% | 372 |
|
|
2020
Q2 | $28.7M | Buy |
152,116
+120,806
| +386% | +$22.8M | 0.04% | 299 |
|
|
2020
Q1 | $4.51M | Buy |
+31,310
| New | +$4.51M | 0.01% | 560 |
|
|
2019
Q4 | – | Sell |
-50
| Closed | -$7K | – | 1581 |
|
|
2019
Q3 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 1337 |
|