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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 		$4.06M Buy
65,700
+55,300
+532% +$3.27M 0.01% 1067
2024
Q2 		$964K Sell
10,400
-3,400
-25% -$344K ﹤0.01% 1851
2024
Q1 		$1.59M Sell
13,800
-11,500
-45% -$1.37M ﹤0.01% 1614
2023
Q4 		$3.06M Sell
25,300
-3,100
-11% -$334K 0.01% 1182
2023
Q3 		$3.31M Sell
28,400
-39,400
-58% -$4.91M 0.02% 989
2023
Q2 		$7.32M Buy
+67,800
New +$6.49M 0.03% 491
2022
Q4 		– Sell
-200
Closed -$19K – 4752
2022
Q3 		$19K Sell
200
-69,900
-100% -$8.98M ﹤0.01% 4530
2022
Q2 		$7.7M Buy
70,100
+68,400
+4,024% +$12.9M 0.01% 1040
2022
Q1 		$333K Buy
1,700
+1,500
+750% +$316K ﹤0.01% 3485
2021
Q4 		$49K Hold
200
– – ﹤0.01% 4618
2021
Q3 		$45K Sell
200
-1,000
-83% -$229K ﹤0.01% 4640
2021
Q2 		$274K Sell
1,200
-2,300
-66% -$506K ﹤0.01% 3758
2021
Q1 		$737K Sell
3,500
-6,000
-63% -$1.35M ﹤0.01% 2853
2020
Q4 		$2.11M Buy
9,500
+7,900
+494% +$1.63M ﹤0.01% 1803
2020
Q3 		$310K Sell
1,600
-8,900
-85% -$1.77M ﹤0.01% 3203
2020
Q2 		$1.98M Sell
10,500
-1,500
-13% -$245K 0.01% 1494
2020
Q1 		$1.73M Buy
+12,000
New +$2.03M 0.01% 1123
2019
Q4 		– Sell
-7,500
Closed -$1.18M – 3659
2019
Q3 		$1.18M Sell
7,500
-17,500
-70% -$2.6M 0.01% 1634
2019
Q2 		$3.27M Buy
25,000
+24,700
+8,233% +$3.23M 0.02% 952
2019
Q1 		$35K Hold
300
– – ﹤0.01% 3482
2018
Q4 		$39K Sell
300
-2,400
-89% -$315K ﹤0.01% 3684
2018
Q3 		$353K Buy
+2,700
New +$318K ﹤0.01% 2836

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.