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Naples Money Management’s Helen of Troy HELE Stock Holding History

Naples Money Management’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 		$2.23K Buy
36
+12
+50% +$710 ﹤0.01% 299
2024
Q2 		$2.16K Buy
24
+6
+33% +$608 ﹤0.01% 307
2024
Q1 		$2.07K Sell
18
-1
-5% -$119 ﹤0.01% 318
2023
Q4 		$2.29K Buy
+19
New +$2.05K ﹤0.01% 317

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $34.1B AUM 23.81% 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

Naples Money Management's HELE Position: Q3 2024 in Review

Naples Money Management increased its Helen of Troy (HELE) stake by 50% in Q3 2024, buying an estimated $710 and bringing the position to 36 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Naples Money Management first reported a position in HELE in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.29K in Q4 2023. 245 funds tracked by Wall St. Rank hold HELE as of Q3 2024.

  • Naples Money Management held 36 shares of Helen of Troy worth $2.23K as of Q3 2024.
  • Naples Money Management bought 12 Helen of Troy shares in Q3 2024, an estimated $710.
  • Helen of Troy made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #299 holding.
  • Naples Money Management first reported a position in Helen of Troy in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Helen of Troy position peaked at $2.29K in Q4 2023.
  • 245 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.