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Lombard Odier Asset Management (USA)’s Helen of Troy HELE Stock Holding History

Lombard Odier Asset Management (USA)’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
-3,098
Closed -$287K – 302
2024
Q2 		$287K Sell
3,098
-2,605
-46% -$264K 0.02% 209
2024
Q1 		$657K Buy
+5,703
New +$681K 0.02% 216
2023
Q1 		– Sell
-2,894
Closed -$321K – 350
2022
Q4 		$321K Buy
+2,894
New +$282K 0.01% 274

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

Lombard Odier Asset Management (USA)'s HELE Position: Q3 2024 in Review

Lombard Odier Asset Management (USA) sold out of Helen of Troy (HELE) in Q3 2024, closing a stake of 3,098 shares — an estimated $287K sold.

Lombard Odier Asset Management (USA) first reported a position in HELE in Q4 2022 and held it in 3 quarters. The position peaked at $657K in Q1 2024. 244 funds tracked by Wall St. Rank hold HELE as of Q3 2024.

  • Lombard Odier Asset Management (USA) reported no remaining Helen of Troy position as of Q3 2024 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 3,098 Helen of Troy shares in Q3 2024, an estimated $287K.
  • Lombard Odier Asset Management (USA) first reported a position in Helen of Troy in Q4 2022 and held it in 3 quarters.
  • Lombard Odier Asset Management (USA)'s Helen of Troy position peaked at $657K in Q1 2024.
  • 244 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2024.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q3 2024, filed 14 Nov 2024.