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Planning Capital Management Corporation’s Helen of Troy HELE Stock Holding History

Planning Capital Management Corporation’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 		$15.3K Hold
248
– – 0.01% 361
2024
Q2 		$23K Hold
248
– – 0.02% 262
2024
Q1 		$28.6K Hold
248
– – 0.02% 237
2023
Q4 		$30K Buy
+248
New +$26.7K 0.02% 236

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

Planning Capital Management Corporation's HELE Position: Q3 2024 in Review

Planning Capital Management Corporation held its Helen of Troy (HELE) position steady in Q3 2024 at 248 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #361.

Planning Capital Management Corporation first reported a position in HELE in Q4 2023 and has held it in 4 quarters since. The position peaked at $30K in Q4 2023. 245 funds tracked by Wall St. Rank hold HELE as of Q3 2024.

  • Planning Capital Management Corporation held 248 shares of Helen of Troy worth $15.3K as of Q3 2024.
  • Planning Capital Management Corporation left its Helen of Troy share count unchanged in Q3 2024.
  • Helen of Troy made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #361 holding.
  • Planning Capital Management Corporation first reported a position in Helen of Troy in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Helen of Troy position peaked at $30K in Q4 2023.
  • 245 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.