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Lindbrook Capital’s Helen of Troy HELE Stock Holding History

Lindbrook Capital’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
Q1 		$1.5K Sell
28
-4
-13% -$231 ﹤0.01% 2365
2024
Q4 		$1.92K Buy
+32
New +$2.13K ﹤0.01% 2316

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $34.1B AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lindbrook Capital's HELE Position: Q1 2025 in Review

Lindbrook Capital reduced its Helen of Troy (HELE) stake by 13% in Q1 2025, selling an estimated $231 and leaving 28 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2365.

Lindbrook Capital first reported a position in HELE in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.92K in Q4 2024. 229 funds tracked by Wall St. Rank hold HELE as of Q1 2025.

  • Lindbrook Capital held 28 shares of Helen of Troy worth $1.5K as of Q1 2025.
  • Lindbrook Capital sold 4 Helen of Troy shares in Q1 2025, an estimated $231.
  • Helen of Troy made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2365 holding.
  • Lindbrook Capital first reported a position in Helen of Troy in Q4 2024 and has held it in 2 quarters since.
  • Lindbrook Capital's Helen of Troy position peaked at $1.92K in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.