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Natixis’s Helen of Troy HELE Stock Holding History

Natixis’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
2025
Q1 		– Sell
-39,700
Closed -$2.38M – 1067
2024
Q4 		$2.38M Buy
+39,700
New +$2.64M 0.01% 441
2023
Q1 		– Sell
-3
Closed -$333 – 1068
2022
Q4 		$333 Buy
+3
New +$292 ﹤0.01% 1049
2022
Q2 		– Sell
-8,303
Closed -$1.63M – 1242
2022
Q1 		$1.63M Buy
8,303
+3
+0% +$632 0.01% 792
2021
Q4 		$2.03M Sell
8,300
-2,200
-21% -$522K 0.01% 768
2021
Q3 		$2.36M Hold
10,500
– – 0.01% 693
2021
Q2 		$2.4M Sell
10,500
-1,300
-11% -$286K 0.01% 493
2021
Q1 		$2.49M Buy
11,800
+6,164
+109% +$1.39M 0.01% 648
2020
Q4 		$1.25M Buy
+5,636
New +$1.16M ﹤0.01% 765
2017
Q4 		– Sell
-2,563
Closed -$248K – 976
2017
Q3 		$248K Buy
+2,563
New +$246K ﹤0.01% 1002

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Natixis's HELE Position: Q1 2025 in Review

Natixis sold out of Helen of Troy (HELE) in Q1 2025, closing a stake of 39,700 shares — an estimated $2.38M sold.

Natixis first reported a position in HELE in Q3 2017 and held it in 9 quarters. The position peaked at $2.49M in Q1 2021. 228 funds tracked by Wall St. Rank hold HELE as of Q1 2025.

  • Natixis reported no remaining Helen of Troy position as of Q1 2025 after selling out during the quarter.
  • Natixis sold 39,700 Helen of Troy shares in Q1 2025, an estimated $2.38M.
  • Natixis first reported a position in Helen of Troy in Q3 2017 and held it in 9 quarters.
  • Natixis's Helen of Troy position peaked at $2.49M in Q1 2021.
  • 228 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2025.

Based on Natixis's 13F filing for Q1 2025, filed 14 May 2025.