Massachusetts Financial Services
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Massachusetts Financial Services’s Helen of Troy HELE Stock Holding History

Massachusetts Financial Services’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
Q4 		– Sell
-264,616
Closed -$16.4M – 894
2024
Q3 		$16.4M Sell
264,616
-57,727
-18% -$3.41M ﹤0.01% 614
2024
Q2 		$29.9M Sell
322,343
-5,809
-2% -$589K 0.01% 531
2024
Q1 		$37.8M Sell
328,152
-1,223
-0.4% -$146K 0.01% 500
2023
Q4 		$39.8M Sell
329,375
-9,216
-3% -$993K 0.01% 488
2023
Q3 		$39.5M Sell
338,591
-30,073
-8% -$3.74M 0.01% 471
2023
Q2 		$39.8M Buy
368,664
+120,136
+48% +$11.5M 0.01% 476
2023
Q1 		$23.7M Buy
+248,528
New +$26.6M 0.01% 538

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Massachusetts Financial Services's HELE Position: Q4 2024 in Review

Massachusetts Financial Services sold out of Helen of Troy (HELE) in Q4 2024, closing a stake of 264,616 shares — an estimated $16.4M sold.

Massachusetts Financial Services first reported a position in HELE in Q1 2023 and held it in 7 quarters. The position peaked at $39.8M in Q2 2023. 240 funds tracked by Wall St. Rank hold HELE as of Q4 2024.

  • Massachusetts Financial Services reported no remaining Helen of Troy position as of Q4 2024 after selling out during the quarter.
  • Massachusetts Financial Services sold 264,616 Helen of Troy shares in Q4 2024, an estimated $16.4M.
  • Massachusetts Financial Services first reported a position in Helen of Troy in Q1 2023 and held it in 7 quarters.
  • Massachusetts Financial Services's Helen of Troy position peaked at $39.8M in Q2 2023.
  • 240 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2024.

Based on Massachusetts Financial Services's 13F filing for Q4 2024, filed 12 Feb 2025.