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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 		$1.03M Sell
16,600
-114,700
-87% -$6.78M ﹤0.01% 1893
2024
Q2 		$12.2M Buy
131,300
+8,200
+7% +$831K 0.03% 426
2024
Q1 		$14.2M Sell
123,100
-3,500
-3% -$418K 0.04% 388
2023
Q4 		$15.3M Buy
126,600
+39,700
+46% +$4.28M 0.06% 322
2023
Q3 		$10.1M Buy
86,900
+36,900
+74% +$4.59M 0.05% 393
2023
Q2 		$5.4M Sell
50,000
-31,400
-39% -$3.01M 0.02% 619
2023
Q1 		$7.75M Buy
81,400
+65,400
+409% +$7M 0.04% 498
2022
Q4 		$1.77M Hold
16,000
– – 0.01% 1436
2022
Q3 		$1.54M Sell
16,000
-71,200
-82% -$9.15M 0.01% 1796
2022
Q2 		$11.4M Buy
87,200
+85,000
+3,864% +$16M 0.02% 779
2022
Q1 		$431K Buy
2,200
+1,300
+144% +$274K ﹤0.01% 3292
2021
Q4 		$220K Sell
900
-2,100
-70% -$498K ﹤0.01% 3934
2021
Q3 		$674K Sell
3,000
-2,000
-40% -$458K ﹤0.01% 2961
2021
Q2 		$1.14M Buy
5,000
+4,000
+400% +$879K ﹤0.01% 2447
2021
Q1 		$211K Buy
+1,000
New +$225K ﹤0.01% 3886
2020
Q4 		– Sell
-25,900
Closed -$5.01M – 4806
2020
Q3 		$5.01M Buy
25,900
+2,800
+12% +$556K 0.01% 948
2020
Q2 		$4.36M Sell
23,100
-18,300
-44% -$3M 0.02% 905
2020
Q1 		$5.96M Sell
41,400
-2,200
-5% -$373K 0.03% 469
2019
Q4 		$7.84M Buy
43,600
+35,200
+419% +$5.65M 0.04% 442
2019
Q3 		$1.32M Sell
8,400
-1,500
-15% -$223K 0.01% 1559
2019
Q2 		$1.29M Buy
+9,900
New +$1.3M 0.01% 1610
2018
Q4 		– Sell
-100
Closed -$13K – 4262
2018
Q3 		$13K Buy
+100
New +$11.8K ﹤0.01% 3947

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.