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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
2021
Q2 		– Sell
-5,000
Closed -$1.05M – 1772
2021
Q1 		$1.05M Buy
+5,000
New +$1.13M 0.03% 583

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.