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PEAK6 Investments’s Helen of Troy HELE Stock Holding History

PEAK6 Investments’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
2024
Q3 		– Sell
-7,779
Closed -$460K – 3717
2024
Q2 		$721K Sell
7,779
-1,570
-17% -$159K ﹤0.01% 2048
2024
Q1 		$1.08M Sell
9,349
-5,287
-36% -$632K ﹤0.01% 1881
2023
Q4 		$1.77M Sell
14,636
-3,832
-21% -$413K 0.01% 1618
2023
Q3 		$2.15M Buy
+18,468
New +$2.3M 0.01% 1279
2023
Q1 		– Sell
-12,964
Closed -$1.39M – 4561
2022
Q4 		$1.44M Sell
12,964
-1,750
-12% -$170K 0.01% 1620
2022
Q3 		$1.42M Buy
14,714
+5,583
+61% +$717K 0.01% 1873
2022
Q2 		$1.48M Buy
+9,131
New +$1.72M ﹤0.01% 2652
2021
Q4 		– Sell
-3
Closed -$711 – 5388
2021
Q3 		$1K Buy
+3
New +$687 ﹤0.01% 4995
2020
Q4 		– Sell
-967
Closed -$199K – 4805
2020
Q3 		$187K Buy
+967
New +$192K ﹤0.01% 3538
2020
Q2 		– Sell
-3,898
Closed -$638K – 4552
2020
Q1 		$561K Buy
3,898
+702
+22% +$119K ﹤0.01% 1986
2019
Q4 		$575K Buy
+3,196
New +$513K ﹤0.01% 1884
2019
Q2 		– Sell
-5,827
Closed -$763K – 3926
2019
Q1 		$676K Buy
5,827
+2,504
+75% +$289K ﹤0.01% 2153
2018
Q4 		$436K Buy
+3,323
New +$436K ﹤0.01% 2449

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

PEAK6 Investments's HELE Position: Q3 2024 in Review

PEAK6 Investments sold out of Helen of Troy (HELE) in Q3 2024, closing a stake of 7,779 shares — an estimated $460K sold.

PEAK6 Investments first reported a position in HELE in Q4 2018 and held it in 13 quarters. The position peaked at $2.15M in Q3 2023. 244 funds tracked by Wall St. Rank hold HELE as of Q3 2024.

  • PEAK6 Investments reported no remaining Helen of Troy position as of Q3 2024 after selling out during the quarter.
  • PEAK6 Investments sold 7,779 Helen of Troy shares in Q3 2024, an estimated $460K.
  • PEAK6 Investments first reported a position in Helen of Troy in Q4 2018 and held it in 13 quarters.
  • PEAK6 Investments's Helen of Troy position peaked at $2.15M in Q3 2023.
  • 244 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.