Mercer Global Advisors
HELE icon

Mercer Global Advisors’s Helen of Troy HELE Stock Holding History

Mercer Global Advisors’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
2026
Q1 		$226K Buy
+15,679
New +$274K ﹤0.01% 2711
2024
Q3 		– Sell
-2,915
Closed -$270K – 1994
2024
Q2 		$270K Buy
+2,915
New +$295K ﹤0.01% 1632
2022
Q1 		– Sell
-1,188
Closed -$290K – 1905
2021
Q4 		$290K Buy
1,188
+15
+1% +$3.56K ﹤0.01% 1487
2021
Q3 		$264K Sell
1,173
-548
-32% -$125K ﹤0.01% 1482
2021
Q2 		$393K Sell
1,721
-938
-35% -$206K ﹤0.01% 1263
2021
Q1 		$560K Sell
2,659
-621
-19% -$140K 0.01% 1033
2020
Q4 		$729K Buy
3,280
+1,495
+84% +$308K 0.01% 719
2020
Q3 		$345K Buy
1,785
+186
+12% +$36.9K 0.01% 903
2020
Q2 		$302K Buy
+1,599
New +$262K 0.01% 848

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VCM
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PCMI
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Pzena Investment Management
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AQR Capital Management
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Wellington Management Group
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ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return