Neuberger Berman Group
HELE icon

Neuberger Berman Group’s Helen of Troy HELE Stock Holding History

Neuberger Berman Group’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
2023
Q1 		– Sell
-24,667
Closed -$2.74M – 1834
2022
Q4 		$2.74M Buy
24,667
+9,054
+58% +$881K ﹤0.01% 999
2022
Q3 		$1.5M Sell
15,613
-10,955
-41% -$1.41M ﹤0.01% 1155
2022
Q2 		$4.32M Sell
26,568
-103
-0.4% -$19.4K ﹤0.01% 929
2022
Q1 		$5.22M Buy
26,671
+1,615
+6% +$340K ﹤0.01% 950
2021
Q4 		$6.03M Buy
25,056
+5,861
+31% +$1.39M ﹤0.01% 931
2021
Q3 		$4.23M Buy
19,195
+427
+2% +$97.7K ﹤0.01% 993
2021
Q2 		$4.26M Buy
18,768
+239
+1% +$52.5K ﹤0.01% 1002
2021
Q1 		$3.89M Buy
18,529
+465
+3% +$105K ﹤0.01% 1007
2020
Q4 		$4M Hold
18,064
– – ﹤0.01% 963
2020
Q3 		$3.48M Hold
18,064
– – ﹤0.01% 939
2020
Q2 		$3.39M Buy
+18,064
New +$2.96M ﹤0.01% 896
2019
Q2 		– Sell
-5,762
Closed -$668K – 1565
2019
Q1 		$668K Buy
5,762
+1,058
+22% +$122K ﹤0.01% 1199
2018
Q4 		$617K Buy
+4,704
New +$617K ﹤0.01% 1206
2016
Q4 		– Sell
-11,022
Closed -$950K – 1614
2016
Q3 		$950K Sell
11,022
-599
-5% -$56.1K ﹤0.01% 1112
2016
Q2 		$1.2M Buy
11,621
+44
+0.4% +$4.44K ﹤0.01% 1054
2016
Q1 		$1.2M Buy
11,577
+2,975
+35% +$278K ﹤0.01% 1068
2015
Q4 		$811K Buy
+8,602
New +$860K ﹤0.01% 1168

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group's HELE Position: Q1 2023 in Review

Neuberger Berman Group sold out of Helen of Troy (HELE) in Q1 2023, closing a stake of 24,667 shares — an estimated $2.74M sold.

Neuberger Berman Group first reported a position in HELE in Q4 2015 and held it in 17 quarters. The position peaked at $6.03M in Q4 2021. 247 funds tracked by Wall St. Rank hold HELE as of Q1 2023.

  • Neuberger Berman Group reported no remaining Helen of Troy position as of Q1 2023 after selling out during the quarter.
  • Neuberger Berman Group sold 24,667 Helen of Troy shares in Q1 2023, an estimated $2.74M.
  • Neuberger Berman Group first reported a position in Helen of Troy in Q4 2015 and held it in 17 quarters.
  • Neuberger Berman Group's Helen of Troy position peaked at $6.03M in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2023.

Based on Neuberger Berman Group's 13F filing for Q1 2023, filed 12 May 2023.