Point72 Hong Kong’s Helen of Troy HELE Stock Holding History

Point72 Hong Kong’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
2025 Q2	–	Sell	-55,104	Closed	-$2.95M	–	566
2025 Q1	$2.95M	Buy	55,104 +4,999	+10%	+$289K	0.19%	127
2024 Q4	$3M	Buy	+50,105	New	+$3.33M	0.18%	110
2022 Q4	–	Sell	-1,359	Closed	-$131K	–	760
2022 Q3	$131K	Buy	+1,359	New	+$175K	﹤0.01%	1157
2021 Q2	–	Sell	-384	Closed	-$81K	–	2090
2021 Q1	$81K	Sell	384 -259	-40%	-$58.4K	﹤0.01%	1196
2020 Q4	$143K	Sell	643 -122	-16%	-$25.1K	0.01%	1001
2020 Q3	$148K	Buy	+765	New	+$152K	0.02%	499
2020 Q1	–	Sell	-90	Closed	-$16K	–	1108
2019 Q4	$16K	Buy	+90	New	+$14.4K	﹤0.01%	919
2019 Q3	–	Sell	-55	Closed	-$7K	–	1157
2019 Q2	$7K	Buy	+55	New	+$7.2K	﹤0.01%	888
2019 Q1	–	Sell	-11	Closed	-$1K	–	1129
2018 Q4	$1K	Buy	+11	New	+$1.44K	﹤0.01%	793
2018 Q1	–	Sell	-126	Closed	-$12K	–	1001
2017 Q4	$12K	Buy	+126	New	+$11.6K	0.01%	461

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Hong Kong's HELE Position: Q2 2025 in Review

Point72 Hong Kong sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 55,104 shares — an estimated $2.95M sold.

Point72 Hong Kong first reported a position in HELE in Q4 2017 and held it in 10 quarters. The position peaked at $3M in Q4 2024. 209 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

Point72 Hong Kong reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
Point72 Hong Kong sold 55,104 Helen of Troy shares in Q2 2025, an estimated $2.95M.
Point72 Hong Kong first reported a position in Helen of Troy in Q4 2017 and held it in 10 quarters.
Point72 Hong Kong's Helen of Troy position peaked at $3M in Q4 2024.
209 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on Point72 Hong Kong's 13F filing for Q2 2025, filed 14 Aug 2025.