NIMC
HELE icon

Nierenberg Investment Management Company’s Helen of Troy HELE Stock Holding History

Nierenberg Investment Management Company’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
Q4 		– Sell
-15,080
Closed -$933K – 55
2024
Q3 		$933K Buy
15,080
+2,000
+15% +$118K 0.53% 28
2024
Q2 		$1.21M Hold
13,080
– – 0.68% 20
2024
Q1 		$1.51M Hold
13,080
– – 0.84% 15
2023
Q4 		$1.58M Buy
13,080
+2,000
+18% +$216K 0.95% 13
2023
Q3 		$1.29M Sell
11,080
-2,000
-15% -$249K 0.93% 14
2023
Q2 		$1.41M Buy
13,080
+3,250
+33% +$311K 0.97% 14
2023
Q1 		$936K Sell
9,830
-180
-2% -$19.3K 0.71% 17
2022
Q4 		$1.11M Sell
10,010
-1,500
-13% -$146K 0.84% 13
2022
Q3 		$1.11M Buy
+11,510
New +$1.48M 0.92% 14

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Nierenberg Investment Management Company's HELE Position: Q4 2024 in Review

Nierenberg Investment Management Company sold out of Helen of Troy (HELE) in Q4 2024, closing a stake of 15,080 shares — an estimated $933K sold.

Nierenberg Investment Management Company first reported a position in HELE in Q3 2022 and held it in 9 quarters. The position peaked at $1.58M in Q4 2023. 241 funds tracked by Wall St. Rank hold HELE as of Q4 2024.

  • Nierenberg Investment Management Company reported no remaining Helen of Troy position as of Q4 2024 after selling out during the quarter.
  • Nierenberg Investment Management Company sold 15,080 Helen of Troy shares in Q4 2024, an estimated $933K.
  • Nierenberg Investment Management Company first reported a position in Helen of Troy in Q3 2022 and held it in 9 quarters.
  • Nierenberg Investment Management Company's Helen of Troy position peaked at $1.58M in Q4 2023.
  • 241 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2024.

Based on Nierenberg Investment Management Company's 13F filing for Q4 2024, filed 13 Feb 2025.