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Pier 88 Investment Partners’s Helen of Troy HELE Stock Holding History

Pier 88 Investment 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
2024
Q3 		– Sell
-4,445
Closed -$412K – 96
2024
Q2 		$412K Buy
4,445
+2,130
+92% +$216K 0.09% 83
2024
Q1 		$267K Hold
2,315
– – 0.07% 82
2023
Q4 		$280K Sell
2,315
-4,970
-68% -$536K 0.07% 77
2023
Q3 		$849K Buy
7,285
+1,000
+16% +$125K 0.21% 67
2023
Q2 		$679K Buy
6,285
+2,780
+79% +$266K 0.17% 69
2023
Q1 		$334K Hold
3,505
– – 0.08% 74
2022
Q4 		$389K Buy
3,505
+400
+13% +$38.9K 0.09% 71
2022
Q3 		$299K Sell
3,105
-3,855
-55% -$495K 0.07% 82
2022
Q2 		$1.13M Sell
6,960
-600
-8% -$113K 0.27% 59
2022
Q1 		$1.48M Buy
7,560
+410
+6% +$86.4K 0.53% 43
2021
Q4 		$1.75M Buy
7,150
+1,740
+32% +$413K 0.37% 62
2021
Q3 		$1.22M Buy
5,410
+700
+15% +$160K 0.36% 60
2021
Q2 		$1.07M Sell
4,710
-475
-9% -$104K 0.31% 76
2021
Q1 		$1.09M Buy
5,185
+300
+6% +$67.6K 0.37% 61
2020
Q4 		$1.08M Sell
4,885
-2,695
-36% -$555K 0.35% 52
2020
Q3 		$1.47M Buy
+7,580
New +$1.51M 0.44% 49

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

Pier 88 Investment Partners's HELE Position: Q3 2024 in Review

Pier 88 Investment Partners sold out of Helen of Troy (HELE) in Q3 2024, closing a stake of 4,445 shares — an estimated $412K sold.

Pier 88 Investment Partners first reported a position in HELE in Q3 2020 and held it in 16 quarters. The position peaked at $1.75M in Q4 2021. 244 funds tracked by Wall St. Rank hold HELE as of Q3 2024.

  • Pier 88 Investment Partners reported no remaining Helen of Troy position as of Q3 2024 after selling out during the quarter.
  • Pier 88 Investment Partners sold 4,445 Helen of Troy shares in Q3 2024, an estimated $412K.
  • Pier 88 Investment Partners first reported a position in Helen of Troy in Q3 2020 and held it in 16 quarters.
  • Pier 88 Investment Partners's Helen of Troy position peaked at $1.75M in Q4 2021.
  • 244 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2024.

Based on Pier 88 Investment Partners's 13F filing for Q3 2024, filed 6 Nov 2024.