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

Prelude 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
Q1 		– Sell
-5,806
Closed -$347K – 1337
2024
Q4 		$347K Buy
+5,806
New +$386K 0.02% 739
2024
Q2 		– Sell
-1,820
Closed -$210K – 1338
2024
Q1 		$210K Buy
+1,820
New +$217K 0.01% 1086
2022
Q3 		– Sell
-2,688
Closed -$437K – 1714
2022
Q2 		$437K Buy
2,688
+1,624
+153% +$306K 0.01% 874
2022
Q1 		$208K Buy
+1,064
New +$224K 0.01% 1249
2021
Q2 		– Sell
-1,436
Closed -$303K – 1773
2021
Q1 		$303K Sell
1,436
-84
-6% -$18.9K 0.01% 1140
2020
Q4 		$338K Sell
1,520
-1,430
-48% -$295K 0.01% 866
2020
Q3 		$571K Buy
2,950
+2,560
+656% +$508K 0.03% 408
2020
Q2 		$74K Buy
390
+9
+2% +$1.47K ﹤0.01% 1037
2020
Q1 		$55K Buy
+381
New +$64.6K ﹤0.01% 735
2016
Q4 		– Sell
-500
Closed -$43K – 1648
2016
Q3 		$43K Buy
500
+400
+400% +$37.5K ﹤0.01% 1092
2016
Q2 		$10K Buy
+100
New +$10.1K ﹤0.01% 1388
2015
Q3 		– Sell
-848
Closed -$83K – 1606
2015
Q2 		$83K Buy
848
+215
+34% +$18.9K 0.01% 951
2015
Q1 		$52K Buy
633
+33
+6% +$2.52K 0.01% 1257
2014
Q4 		$39K Buy
+600
New +$36.9K 0.01% 1396
2014
Q3 		– Sell
-2,800
Closed -$170K – 1959
2014
Q2 		$170K Buy
2,800
+2,400
+600% +$149K 0.02% 807
2014
Q1 		$28K Buy
+400
New +$24.3K ﹤0.01% 1595
2013
Q4 		– Sell
-150
Closed -$7K – 1728
2013
Q3 		$7K Buy
+150
New +$6.31K ﹤0.01% 1365

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prelude Capital Management's HELE Position: Q1 2025 in Review

Prelude Capital Management sold out of Helen of Troy (HELE) in Q1 2025, closing a stake of 5,806 shares — an estimated $347K sold.

Prelude Capital Management first reported a position in HELE in Q3 2013 and held it in 17 quarters. The position peaked at $571K in Q3 2020. 228 funds tracked by Wall St. Rank hold HELE as of Q1 2025.

  • Prelude Capital Management reported no remaining Helen of Troy position as of Q1 2025 after selling out during the quarter.
  • Prelude Capital Management sold 5,806 Helen of Troy shares in Q1 2025, an estimated $347K.
  • Prelude Capital Management first reported a position in Helen of Troy in Q3 2013 and held it in 17 quarters.
  • Prelude Capital Management's Helen of Troy position peaked at $571K in Q3 2020.
  • 228 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2025.

Based on Prelude Capital Management's 13F filing for Q1 2025, filed 15 May 2025.