PDT Partners’s Helen of Troy HELE Stock Holding History

PDT Partners’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	-35,911	Closed	-$2.15M	–	796
2024 Q4	$2.15M	Sell	35,911 -6,606	-16%	-$439K	0.19%	182
2024 Q3	$2.63M	Buy	+42,517	New	+$2.51M	0.23%	144
2023 Q3	–	Sell	-21,220	Closed	-$2.29M	–	625
2023 Q2	$2.29M	Sell	21,220 -1,222	-5%	-$117K	0.32%	99
2023 Q1	$2.14M	Buy	+22,442	New	+$2.4M	0.29%	114
2022 Q4	–	Sell	-3,698	Closed	-$357K	–	746
2022 Q3	$357K	Buy	3,698 +1,633	+79%	+$210K	0.05%	532
2022 Q2	$335K	Buy	+2,065	New	+$389K	0.03%	714
2014 Q3	–	Sell	-27,219	Closed	-$1.65M	–	1423
2014 Q2	$1.65M	Sell	27,219 -30,644	-53%	-$1.91M	0.04%	508
2014 Q1	$4.01M	Buy	+57,863	New	+$3.52M	0.1%	261
2013 Q4	–	Sell	-5,845	Closed	-$258K	–	849
2013 Q3	$258K	Buy	+5,845	New	+$246K	0.01%	1308

Other funds holding HELE

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

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

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PDT Partners's HELE Position: Q1 2025 in Review

PDT Partners sold out of Helen of Troy (HELE) in Q1 2025, closing a stake of 35,911 shares — an estimated $2.15M sold.

PDT Partners first reported a position in HELE in Q3 2013 and held it in 9 quarters. The position peaked at $4.01M in Q1 2014. 228 funds tracked by Wall St. Rank hold HELE as of Q1 2025.

PDT Partners reported no remaining Helen of Troy position as of Q1 2025 after selling out during the quarter.
PDT Partners sold 35,911 Helen of Troy shares in Q1 2025, an estimated $2.15M.
PDT Partners first reported a position in Helen of Troy in Q3 2013 and held it in 9 quarters.
PDT Partners's Helen of Troy position peaked at $4.01M in Q1 2014.
228 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2025.

Based on PDT Partners's 13F filing for Q1 2025, filed 15 May 2025.