Lazard Asset Management
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Lazard Asset Management’s Helen of Troy HELE Stock Holding History

Lazard Asset 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
2025
Q3 		– Sell
-2,368
Closed -$67K – 2034
2025
Q2 		$67K Buy
+2,368
New +$72.7K ﹤0.01% 1958
2024
Q3 		– Sell
-35,833
Closed -$3.32M – 2342
2024
Q2 		$3.32M Sell
35,833
-19,122
-35% -$1.94M ﹤0.01% 772
2024
Q1 		$6.33M Sell
54,955
-102,128
-65% -$12.2M 0.01% 640
2023
Q4 		$19M Sell
157,083
-809
-0.5% -$87.2K 0.02% 399
2023
Q3 		$18.4M Sell
157,892
-92,658
-37% -$11.5M 0.03% 401
2023
Q2 		$27.1M Buy
250,550
+191,062
+321% +$18.3M 0.03% 327
2023
Q1 		$5.66M Buy
+59,488
New +$6.37M 0.01% 698
2022
Q3 		– Sell
-93,924
Closed -$15.3M – 2418
2022
Q2 		$15.3M Buy
93,924
+6,406
+7% +$1.21M 0.02% 502
2022
Q1 		$17.1M Buy
87,518
+22,444
+34% +$4.73M 0.02% 501
2021
Q4 		$15.9M Sell
65,074
-22,239
-25% -$5.27M 0.02% 527
2021
Q3 		$19.6M Sell
87,313
-21,542
-20% -$4.93M 0.02% 480
2021
Q2 		$24.8M Sell
108,855
-19,095
-15% -$4.2M 0.03% 416
2021
Q1 		$27M Buy
127,950
+7,188
+6% +$1.62M 0.03% 376
2020
Q4 		$26.8M Buy
120,762
+6,009
+5% +$1.24M 0.03% 370
2020
Q3 		$22.2M Sell
114,753
-37,363
-25% -$7.42M 0.03% 372
2020
Q2 		$28.7M Buy
152,116
+120,806
+386% +$19.8M 0.04% 299
2020
Q1 		$4.51M Buy
+31,310
New +$5.31M 0.01% 560
2019
Q4 		– Sell
-50
Closed -$7K – 1581
2019
Q3 		$7K Buy
+50
New +$7.43K ﹤0.01% 1337

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lazard Asset Management's HELE Position: Q3 2025 in Review

Lazard Asset Management sold out of Helen of Troy (HELE) in Q3 2025, closing a stake of 2,368 shares — an estimated $67K sold.

Lazard Asset Management first reported a position in HELE in Q3 2019 and held it in 18 quarters. The position peaked at $28.7M in Q2 2020. 205 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

  • Lazard Asset Management reported no remaining Helen of Troy position as of Q3 2025 after selling out during the quarter.
  • Lazard Asset Management sold 2,368 Helen of Troy shares in Q3 2025, an estimated $67K.
  • Lazard Asset Management first reported a position in Helen of Troy in Q3 2019 and held it in 18 quarters.
  • Lazard Asset Management's Helen of Troy position peaked at $28.7M in Q2 2020.
  • 205 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

Based on Lazard Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.