Oarsman Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-105
| Closed | -$6.28K | – | 497 |
|
|
2024
Q4 | $6.28K | Hold |
105
| – | – | ﹤0.01% | 750 |
|
|
2024
Q3 | $6.49K | Sell |
105
-6,443
| -98% | -$381K | ﹤0.01% | 759 |
|
|
2024
Q2 | $607K | Sell |
6,548
-683
| -9% | -$69.2K | 0.13% | 110 |
|
|
2024
Q1 | $833K | Sell |
7,231
-1,374
| -16% | -$164K | 0.2% | 96 |
|
|
2023
Q4 | $1.04M | Sell |
8,605
-646
| -7% | -$69.6K | 0.28% | 86 |
|
|
2023
Q3 | $1.08M | Buy |
9,251
+102
| +1% | +$12.7K | 0.45% | 59 |
|
|
2023
Q2 | $988K | Sell |
9,149
-407
| -4% | -$39K | 0.43% | 65 |
|
|
2023
Q1 | $909K | Sell |
9,556
-53
| -0.6% | -$5.67K | 0.43% | 71 |
|
|
2022
Q4 | $1.07M | Buy |
9,609
+1,549
| +19% | +$151K | 0.54% | 52 |
|
|
2022
Q3 | $777K | Sell |
8,060
-660
| -8% | -$84.8K | 0.42% | 72 |
|
|
2022
Q2 | $1.42M | Buy |
8,720
+280
| +3% | +$52.8K | 0.7% | 43 |
|
|
2022
Q1 | $1.65M | Buy |
8,440
+590
| +8% | +$124K | 0.65% | 48 |
|
|
2021
Q4 | $1.92M | Sell |
7,850
-35
| -0.4% | -$8.3K | 0.76% | 42 |
|
|
2021
Q3 | $1.77M | Sell |
7,885
-490
| -6% | -$112K | 0.72% | 43 |
|
|
2021
Q2 | $1.91M | Sell |
8,375
-823
| -9% | -$181K | 0.76% | 36 |
|
|
2021
Q1 | $1.94M | Sell |
9,198
-1,121
| -11% | -$253K | 0.84% | 30 |
|
|
2020
Q4 | $2.29M | Buy |
10,319
+1,829
| +22% | +$377K | 0.89% | 33 |
|
|
2020
Q3 | $1.64M | Buy |
8,490
+81
| +1% | +$16.1K | 0.74% | 43 |
|
|
2020
Q2 | $1.59M | Sell |
8,409
-458
| -5% | -$75K | 0.78% | 38 |
|
|
2020
Q1 | $1.28M | Sell |
8,867
-5,401
| -38% | -$915K | 1.18% | 27 |
|
|
2019
Q4 | $2.56M | Sell |
14,268
-2,995
| -17% | -$480K | 1.17% | 24 |
|
|
2019
Q3 | $2.72M | Sell |
17,263
-490
| -3% | -$72.8K | 1.3% | 18 |
|
|
2019
Q2 | $2.32M | Sell |
17,753
-3,724
| -17% | -$487K | 1.05% | 30 |
|
|
2019
Q1 | $2.49M | Sell |
21,477
-80
| -0.4% | -$9.22K | 1.18% | 25 |
|
|
2018
Q4 | $2.83M | Sell |
21,557
-1,035
| -5% | -$136K | 1.45% | 17 |
|
|
2018
Q3 | $2.96M | Sell |
22,592
-475
| -2% | -$56K | 1.19% | 28 |
|
|
2018
Q2 | $2.27M | Buy |
23,067
+1,702
| +8% | +$155K | 1.03% | 32 |
|
|
2018
Q1 | $1.86M | Buy |
21,365
+1,581
| +8% | +$144K | 0.85% | 38 |
|
|
2017
Q4 | $1.91M | Buy |
19,784
+1,309
| +7% | +$121K | 0.82% | 38 |
|
|
2017
Q3 | $1.79M | Buy |
18,475
+605
| +3% | +$58.2K | 0.76% | 43 |
|
|
2017
Q2 | $1.68M | Buy |
17,870
+565
| +3% | +$52.6K | 0.77% | 44 |
|
|
2017
Q1 | $1.63M | Buy |
17,305
+3,950
| +30% | +$373K | 0.76% | 43 |
|
|
2016
Q4 | $1.13M | Buy |
13,355
+620
| +5% | +$51.9K | 0.73% | 46 |
|
|
2016
Q3 | $1.1M | Buy |
+12,735
| New | +$1.19M | 0.56% | 63 |
|
|
2014
Q2 | – | Sell |
-12,115
| Closed | -$839K | – | 166 |
|
|
2014
Q1 | $839K | Sell |
12,115
-4,870
| -29% | -$296K | 0.65% | 55 |
|
|
2013
Q4 | $839K | Buy |
16,985
+270
| +2% | +$12.7K | 0.67% | 54 |
|
|
2013
Q3 | $740K | Buy |
16,715
+2,435
| +17% | +$102K | 0.65% | 57 |
|
|
2013
Q2 | $548K | Buy |
+14,280
| New | +$542K | 0.52% | 82 |
|
Other funds holding HELE
Oarsman Capital's HELE Position: Q1 2025 in Review
Oarsman Capital sold out of Helen of Troy (HELE) in Q1 2025, closing a stake of 105 shares — an estimated $6.28K sold.
Oarsman Capital first reported a position in HELE in Q2 2013 and held it in 38 quarters. The position peaked at $2.96M in Q3 2018. 228 funds tracked by Wall St. Rank hold HELE as of Q1 2025.
- Oarsman Capital reported no remaining Helen of Troy position as of Q1 2025 after selling out during the quarter.
- Oarsman Capital sold 105 Helen of Troy shares in Q1 2025, an estimated $6.28K.
- Oarsman Capital first reported a position in Helen of Troy in Q2 2013 and held it in 38 quarters.
- Oarsman Capital's Helen of Troy position peaked at $2.96M in Q3 2018.
- 228 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2025.
Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.