Polen Capital Management’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,642
| Closed | -$2.26M | – | 112 |
|
|
2024
Q1 | $2.26M | Sell |
19,642
-470
| -2% | -$54.2K | 0.01% | 85 |
|
|
2023
Q4 | $81M | Sell |
20,112
-1,963
| -9% | -$7.91M | 0.2% | 29 |
|
|
2023
Q3 | $2.57M | Sell |
22,075
-389
| -2% | -$45.3K | 0.01% | 83 |
|
|
2023
Q2 | $2.43M | Sell |
22,464
-861
| -4% | -$93K | 0.01% | 82 |
|
|
2023
Q1 | $2.22M | Sell |
23,325
-53
| -0.2% | -$5.04K | 0.01% | 83 |
|
|
2022
Q4 | $2.59M | Sell |
23,378
-4,438
| -16% | -$492K | 0.01% | 72 |
|
|
2022
Q3 | $2.68M | Buy |
27,816
+2,711
| +11% | +$261K | 0.01% | 70 |
|
|
2022
Q2 | $4.08M | Sell |
25,105
-5,393
| -18% | -$876K | 0.01% | 65 |
|
|
2022
Q1 | $5.97M | Sell |
30,498
-27,094
| -47% | -$5.31M | 0.01% | 66 |
|
|
2021
Q4 | $14.1M | Buy |
57,592
+11,347
| +25% | +$2.77M | 0.02% | 57 |
|
|
2021
Q3 | $10.4M | Buy |
46,245
+3,615
| +8% | +$812K | 0.02% | 56 |
|
|
2021
Q2 | $9.73M | Buy |
42,630
+2,668
| +7% | +$609K | 0.02% | 56 |
|
|
2021
Q1 | $8.42M | Buy |
39,962
+6,973
| +21% | +$1.47M | 0.02% | 51 |
|
|
2020
Q4 | $7.33M | Buy |
32,989
+6,260
| +23% | +$1.39M | 0.02% | 51 |
|
|
2020
Q3 | $5.17M | Buy |
26,729
+4,352
| +19% | +$842K | 0.01% | 49 |
|
|
2020
Q2 | $4.22M | Buy |
22,377
+14,097
| +170% | +$2.66M | 0.01% | 42 |
|
|
2020
Q1 | $1.19M | Buy |
+8,280
| New | +$1.19M | 0.01% | 50 |
|