Parallax Volatility Advisers’s Helen of Troy HELE Stock Holding History

Parallax Volatility Advisers’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 Q2	–	Sell	-24	Closed	-$2.3K	–	2618
2023 Q1	$2.28K	Buy	+24	New	+$2.57K	﹤0.01%	2557
2019 Q3	–	Sell	-4	Closed	-$1K	–	2786
2019 Q2	$1K	Buy	+4	New	+$523	﹤0.01%	2430
2018 Q1	–	Sell	-4,158	Closed	-$401K	–	3077
2017 Q4	$401K	Buy	+4,158	New	+$383K	﹤0.01%	1694
2017 Q3	–	Sell	-588	Closed	-$55K	–	2559
2017 Q2	$55K	Buy	588 +40	+7%	+$3.72K	﹤0.01%	1773
2017 Q1	$52K	Buy	+548	New	+$51.7K	﹤0.01%	2583
2016 Q4	–	Sell	-126	Closed	-$10.5K	–	3497
2016 Q3	$11K	Buy	+126	New	+$11.8K	﹤0.01%	2660
2015 Q3	–	Sell	-46	Closed	-$4K	–	3371
2015 Q2	$4K	Sell	46 -118	-72%	-$10.4K	﹤0.01%	3341
2015 Q1	$13K	Sell	164 -298	-65%	-$22.7K	﹤0.01%	3819
2014 Q4	$30K	Buy	+462	New	+$28.4K	﹤0.01%	4251
2014 Q3	–	Sell	-470	Closed	-$28K	–	4262
2014 Q2	$28K	Buy	470 +232	+97%	+$14.4K	﹤0.01%	3304
2014 Q1	$16K	Buy	+238	New	+$14.5K	﹤0.01%	2883
2013 Q3	–	Sell	-860	Closed	-$33K	–	3117
2013 Q2	$33K	Buy	+860	New	+$32.7K	﹤0.01%	1792

Other funds holding HELE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Parallax Volatility Advisers's HELE Position: Q2 2023 in Review

Parallax Volatility Advisers sold out of Helen of Troy (HELE) in Q2 2023, closing a stake of 24 shares — an estimated $2.3K sold.

Parallax Volatility Advisers first reported a position in HELE in Q2 2013 and held it in 12 quarters. The position peaked at $401K in Q4 2017. 247 funds tracked by Wall St. Rank hold HELE as of Q2 2023.

Parallax Volatility Advisers reported no remaining Helen of Troy position as of Q2 2023 after selling out during the quarter.
Parallax Volatility Advisers sold 24 Helen of Troy shares in Q2 2023, an estimated $2.3K.
Parallax Volatility Advisers first reported a position in Helen of Troy in Q2 2013 and held it in 12 quarters.
Parallax Volatility Advisers's Helen of Troy position peaked at $401K in Q4 2017.
247 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2023.

Based on Parallax Volatility Advisers's 13F filing for Q2 2023, filed 14 Aug 2023.