Marshall Wace’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.22M | Buy |
223,397
+67,304
| +43% | +$1.18M | ﹤0.01% | 1532 |
|
|
2025
Q4 | $3.32M | Buy |
+156,093
| New | +$3.18M | ﹤0.01% | 1338 |
|
|
2025
Q3 | – | Sell |
-109,514
| Closed | -$3.11M | – | 3085 |
|
|
2025
Q2 | $3.11M | Buy |
109,514
+40,178
| +58% | +$1.23M | ﹤0.01% | 1356 |
|
|
2025
Q1 | $3.71M | Buy |
+69,336
| New | +$4.01M | 0.01% | 1196 |
|
|
2024
Q4 | – | Sell |
-23,400
| Closed | -$1.45M | – | 2766 |
|
|
2024
Q3 | $1.45M | Sell |
23,400
-27,902
| -54% | -$1.65M | ﹤0.01% | 1496 |
|
|
2024
Q2 | $4.76M | Buy |
51,302
+47,290
| +1,179% | +$4.79M | 0.01% | 1009 |
|
|
2024
Q1 | $462K | Sell |
4,012
-14,735
| -79% | -$1.76M | ﹤0.01% | 1957 |
|
|
2023
Q4 | $2.26M | Sell |
18,747
-92,964
| -83% | -$10M | ﹤0.01% | 1170 |
|
|
2023
Q3 | $13M | Sell |
111,711
-66,230
| -37% | -$8.25M | 0.03% | 561 |
|
|
2023
Q2 | $19.2M | Buy |
177,941
+137,241
| +337% | +$13.1M | 0.04% | 496 |
|
|
2023
Q1 | $3.87M | Sell |
40,700
-44,047
| -52% | -$4.71M | 0.01% | 1123 |
|
|
2022
Q4 | $9.4M | Buy |
84,747
+73,547
| +657% | +$7.16M | 0.02% | 838 |
|
|
2022
Q3 | $1.08M | Sell |
11,200
-11,303
| -50% | -$1.45M | ﹤0.01% | 2366 |
|
|
2022
Q2 | $3.65M | Buy |
+22,503
| New | +$4.24M | 0.01% | 1581 |
|
|
2021
Q4 | – | Sell |
-4,180
| Closed | -$939K | – | 4062 |
|
|
2021
Q3 | $939K | Sell |
4,180
-4,237
| -50% | -$970K | ﹤0.01% | 2059 |
|
|
2021
Q2 | $1.92M | Buy |
+8,417
| New | +$1.85M | 0.01% | 1462 |
|
|
2020
Q4 | – | Sell |
-18,077
| Closed | -$3.5M | – | 2002 |
|
|
2020
Q3 | $3.5M | Buy |
+18,077
| New | +$3.59M | 0.03% | 637 |
|
|
2019
Q1 | – | Sell |
-74,985
| Closed | -$9.84M | – | 1857 |
|
|
2018
Q4 | $9.84M | Sell |
74,985
-176,744
| -70% | -$23.2M | 0.1% | 244 |
|
|
2018
Q3 | $33M | Buy |
+251,729
| New | +$29.7M | 0.28% | 93 |
|
|
2016
Q4 | – | Sell |
-73,841
| Closed | -$6.36M | – | 1029 |
|
|
2016
Q3 | $6.36M | Buy |
+73,841
| New | +$6.92M | 0.05% | 362 |
|
|
2015
Q1 | – | Sell |
-7,864
| Closed | -$512K | – | 854 |
|
|
2014
Q4 | $512K | Buy |
+7,864
| New | +$484K | 0.01% | 656 |
|
Other funds holding HELE
RI
VCM
PCMI
ICM