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

Polymer 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
2025
Q4 		– Sell
-38,970
Closed -$982K – 868
2025
Q3 		$982K Buy
+38,970
New +$944K 0.1% 187
2025
Q2 		– Sell
-12,558
Closed -$672K – 677
2025
Q1 		$672K Buy
+12,558
New +$726K 0.17% 111

Other funds holding HELE

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Polymer Capital Management's HELE Position: Q4 2025 in Review

Polymer Capital Management sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 38,970 shares — an estimated $982K sold.

Polymer Capital Management first reported a position in HELE in Q1 2025 and held it in 2 quarters. The position peaked at $982K in Q3 2025. 192 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

  • Polymer Capital Management reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
  • Polymer Capital Management sold 38,970 Helen of Troy shares in Q4 2025, an estimated $982K.
  • Polymer Capital Management first reported a position in Helen of Troy in Q1 2025 and held it in 2 quarters.
  • Polymer Capital Management's Helen of Troy position peaked at $982K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on Polymer Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.