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Olympiad Research’s Helen of Troy HELE Stock Holding History

Olympiad Research’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
-7,258
Closed -$434K – 294
2024
Q4 		$434K Buy
+7,258
New +$483K 0.45% 46
2024
Q2 		– Sell
-1,896
Closed -$218K – 410
2024
Q1 		$218K Buy
+1,896
New +$226K 0.14% 289

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

Olympiad Research's HELE Position: Q1 2025 in Review

Olympiad Research sold out of Helen of Troy (HELE) in Q1 2025, closing a stake of 7,258 shares — an estimated $434K sold.

Olympiad Research first reported a position in HELE in Q1 2024 and held it in 2 quarters. The position peaked at $434K in Q4 2024. 228 funds tracked by Wall St. Rank hold HELE as of Q1 2025.

  • Olympiad Research reported no remaining Helen of Troy position as of Q1 2025 after selling out during the quarter.
  • Olympiad Research sold 7,258 Helen of Troy shares in Q1 2025, an estimated $434K.
  • Olympiad Research first reported a position in Helen of Troy in Q1 2024 and held it in 2 quarters.
  • Olympiad Research's Helen of Troy position peaked at $434K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2025.

Based on Olympiad Research's 13F filing for Q1 2025, filed 13 May 2025.