Nuveen’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $815K | Buy |
56,532
+308
| +0.5% | +$5.38K | ﹤0.01% | 2668 |
|
|
2025
Q4 | $1.19M | Sell |
56,224
-16,632
| -23% | -$339K | ﹤0.01% | 2538 |
|
|
2025
Q3 | $1.84M | Sell |
72,856
-4,909
| -6% | -$119K | ﹤0.01% | 2335 |
|
|
2025
Q2 | $2.21M | Sell |
77,765
-10,708
| -12% | -$329K | ﹤0.01% | 2261 |
|
|
2025
Q1 | $4.73M | Sell |
88,473
-2,616
| -3% | -$151K | ﹤0.01% | 1950 |
|
|
2024
Q4 | $5.45M | Buy |
91,089
+154
| +0.2% | +$10.2K | ﹤0.01% | 1945 |
|
|
2024
Q3 | $5.62M | Sell |
90,935
-1,779
| -2% | -$105K | ﹤0.01% | 1934 |
|
|
2024
Q2 | $8.6M | Buy |
92,714
+1,363
| +1% | +$138K | ﹤0.01% | 1677 |
|
|
2024
Q1 | $10.5M | Buy |
91,351
+1,056
| +1% | +$126K | ﹤0.01% | 1555 |
|
|
2023
Q4 | $10.9M | Buy |
90,295
+319
| +0.4% | +$34.4K | ﹤0.01% | 1534 |
|
|
2023
Q3 | $10.5M | Buy |
89,976
+320
| +0.4% | +$39.8K | ﹤0.01% | 1452 |
|
|
2023
Q2 | $9.68M | Buy |
89,656
+1,006
| +1% | +$96.3K | ﹤0.01% | 1534 |
|
|
2023
Q1 | $8.44M | Sell |
88,650
-7,230
| -8% | -$774K | ﹤0.01% | 1589 |
|
|
2022
Q4 | $10.6M | Buy |
95,880
+199
| +0.2% | +$19.4K | ﹤0.01% | 1451 |
|
|
2022
Q3 | $9.23M | Sell |
95,681
-2,378
| -2% | -$306K | ﹤0.01% | 1522 |
|
|
2022
Q2 | $15.9M | Buy |
98,059
+8,226
| +9% | +$1.55M | 0.01% | 1212 |
|
|
2022
Q1 | $18.6M | Sell |
89,833
-4,610
| -5% | -$971K | 0.01% | 1237 |
|
|
2021
Q4 | $23.1M | Sell |
94,443
-5,784
| -6% | -$1.37M | 0.01% | 1135 |
|
|
2021
Q3 | $22.5M | Sell |
100,227
-17,714
| -15% | -$4.05M | 0.01% | 1182 |
|
|
2021
Q2 | $26.9M | Buy |
117,941
+6,528
| +6% | +$1.44M | 0.01% | 1141 |
|
|
2021
Q1 | $23.5M | Sell |
111,413
-1,544
| -1% | -$348K | 0.01% | 1206 |
|
|
2020
Q4 | $25.1M | Buy |
112,957
+986
| +0.9% | +$203K | 0.01% | 1097 |
|
|
2020
Q3 | $21.7M | Sell |
111,971
-1,418
| -1% | -$282K | 0.01% | 1006 |
|
|
2020
Q2 | $21.4M | Sell |
113,389
-3,905
| -3% | -$639K | 0.01% | 998 |
|
|
2020
Q1 | $16.9M | Buy |
117,294
+4,121
| +4% | +$698K | 0.01% | 994 |
|
|
2019
Q4 | $20.3M | Sell |
113,173
-1,131
| -1% | -$181K | 0.01% | 1151 |
|
|
2019
Q3 | $18M | Sell |
114,304
-112
| -0.1% | -$16.6K | 0.01% | 1195 |
|
|
2019
Q2 | $14.9M | Buy |
114,416
+111,238
| +3,500% | +$14.6M | 0.01% | 1342 |
|
|
2019
Q1 | $369K | Buy |
+3,178
| New | +$366K | ﹤0.01% | 890 |
|
|
2017
Q2 | – | Sell |
-9,361
| Closed | -$882K | – | 1185 |
|
|
2017
Q1 | $882K | Sell |
9,361
-2,721
| -23% | -$257K | 0.01% | 1003 |
|
|
2016
Q4 | $1.02M | Buy |
12,082
+186
| +2% | +$15.6K | 0.01% | 1143 |
|
|
2016
Q3 | $1.02M | Hold |
11,896
| – | – | 0.01% | 1072 |
|
|
2016
Q2 | $1.22M | Buy |
11,896
+9,965
| +516% | +$1.01M | 0.01% | 948 |
|
|
2016
Q1 | $200 | Buy |
+1,931
| New | +$180K | ﹤0.01% | 1345 |
|
|
2015
Q3 | – | Sell |
-2,108
| Closed | -$206 | – | 1588 |
|
|
2015
Q2 | $206 | Buy |
+2,108
| New | +$185K | ﹤0.01% | 1526 |
|
Other funds holding HELE
RI
VCM
PCMI
ICM