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Moody Aldrich Partners’s Helen of Troy HELE Stock Holding History

Moody Aldrich Partners’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
Q2 		– Sell
-51,518
Closed -$5.94M – 213
2024
Q1 		$5.94M Sell
51,518
-1,211
-2% -$145K 1.01% 29
2023
Q4 		$6.37M Buy
52,729
+2,576
+5% +$278K 1.15% 27
2023
Q3 		$5.85M Buy
50,153
+2,006
+4% +$250K 1.11% 31
2023
Q2 		$5.2M Sell
48,147
-260
-0.5% -$24.9K 1.01% 33
2023
Q1 		$4.61M Sell
48,407
-21,301
-31% -$2.28M 0.93% 43
2022
Q4 		$7.73M Buy
+69,708
New +$6.79M 1.57% 10
2021
Q1 		– Sell
-26,719
Closed -$5.94M – 191
2020
Q4 		$5.94M Buy
26,719
+4,213
+19% +$868K 0.96% 43
2020
Q3 		$4.36M Buy
22,506
+11,079
+97% +$2.2M 0.91% 48
2020
Q2 		$2.15M Buy
+11,427
New +$1.87M 0.46% 82
2016
Q4 		– Sell
-18,350
Closed -$1.58M – 96
2016
Q3 		$1.58M Buy
18,350
+6,100
+50% +$572K 1.1% 33
2016
Q2 		$1.26M Buy
12,250
+5,400
+79% +$545K 1.04% 45
2016
Q1 		$710K Buy
+6,850
New +$639K 1.49% 23

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Moody Aldrich Partners's HELE Position: Q2 2024 in Review

Moody Aldrich Partners sold out of Helen of Troy (HELE) in Q2 2024, closing a stake of 51,518 shares — an estimated $5.94M sold.

Moody Aldrich Partners first reported a position in HELE in Q1 2016 and held it in 12 quarters. The position peaked at $7.73M in Q4 2022. 255 funds tracked by Wall St. Rank hold HELE as of Q2 2024.

  • Moody Aldrich Partners reported no remaining Helen of Troy position as of Q2 2024 after selling out during the quarter.
  • Moody Aldrich Partners sold 51,518 Helen of Troy shares in Q2 2024, an estimated $5.94M.
  • Moody Aldrich Partners first reported a position in Helen of Troy in Q1 2016 and held it in 12 quarters.
  • Moody Aldrich Partners's Helen of Troy position peaked at $7.73M in Q4 2022.
  • 255 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2024.

Based on Moody Aldrich Partners's 13F filing for Q2 2024, filed 24 Jul 2024.