Polen Capital Management
HELE icon

Polen Capital Management’s Helen of Troy HELE Stock Holding History

Polen Capital Management’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
Q2 		– Sell
-19,642
Closed -$2.26M – 112
2024
Q1 		$2.26M Sell
19,642
-470
-2% -$56.1K 0.01% 85
2023
Q4 		$81M Sell
20,112
-1,963
-9% -$212K 0.2% 29
2023
Q3 		$2.57M Sell
22,075
-389
-2% -$48.4K 0.01% 83
2023
Q2 		$2.43M Sell
22,464
-861
-4% -$82.4K 0.01% 82
2023
Q1 		$2.22M Sell
23,325
-53
-0.2% -$5.67K 0.01% 83
2022
Q4 		$2.59M Sell
23,378
-4,438
-16% -$432K 0.01% 72
2022
Q3 		$2.68M Buy
27,816
+2,711
+11% +$348K 0.01% 70
2022
Q2 		$4.08M Sell
25,105
-5,393
-18% -$1.02M 0.01% 65
2022
Q1 		$5.97M Sell
30,498
-27,094
-47% -$5.71M 0.01% 66
2021
Q4 		$14.1M Buy
57,592
+11,347
+25% +$2.69M 0.02% 57
2021
Q3 		$10.4M Buy
46,245
+3,615
+8% +$827K 0.02% 56
2021
Q2 		$9.72M Buy
42,630
+2,668
+7% +$587K 0.02% 56
2021
Q1 		$8.42M Buy
39,962
+6,973
+21% +$1.57M 0.02% 51
2020
Q4 		$7.33M Buy
32,989
+6,260
+23% +$1.29M 0.02% 51
2020
Q3 		$5.17M Buy
26,729
+4,352
+19% +$864K 0.01% 49
2020
Q2 		$4.22M Buy
22,377
+14,097
+170% +$2.31M 0.01% 42
2020
Q1 		$1.19M Buy
+8,280
New +$1.4M 0.01% 50

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Polen Capital Management's HELE Position: Q2 2024 in Review

Polen Capital Management sold out of Helen of Troy (HELE) in Q2 2024, closing a stake of 19,642 shares — an estimated $2.26M sold.

Polen Capital Management first reported a position in HELE in Q1 2020 and held it in 17 quarters. The position peaked at $81M in Q4 2023. 254 funds tracked by Wall St. Rank hold HELE as of Q2 2024.

  • Polen Capital Management reported no remaining Helen of Troy position as of Q2 2024 after selling out during the quarter.
  • Polen Capital Management sold 19,642 Helen of Troy shares in Q2 2024, an estimated $2.26M.
  • Polen Capital Management first reported a position in Helen of Troy in Q1 2020 and held it in 17 quarters.
  • Polen Capital Management's Helen of Troy position peaked at $81M in Q4 2023.
  • 254 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2024.

Based on Polen Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.