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Sherbrooke Park Advisers’s Helen of Troy HELE Stock Holding History

Sherbrooke Park Advisers’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
-3,669
Closed -$220K – 741
2024
Q4 		$220K Sell
3,669
-8
-0.2% -$532 0.07% 550
2024
Q3 		$227K Sell
3,677
-1,022
-22% -$60.4K 0.05% 700
2024
Q2 		$436K Buy
+4,699
New +$476K 0.08% 474

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

Sherbrooke Park Advisers's HELE Position: Q1 2025 in Review

Sherbrooke Park Advisers sold out of Helen of Troy (HELE) in Q1 2025, closing a stake of 3,669 shares — an estimated $220K sold.

Sherbrooke Park Advisers first reported a position in HELE in Q2 2024 and held it in 3 quarters. The position peaked at $436K in Q2 2024. 228 funds tracked by Wall St. Rank hold HELE as of Q1 2025.

  • Sherbrooke Park Advisers reported no remaining Helen of Troy position as of Q1 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 3,669 Helen of Troy shares in Q1 2025, an estimated $220K.
  • Sherbrooke Park Advisers first reported a position in Helen of Troy in Q2 2024 and held it in 3 quarters.
  • Sherbrooke Park Advisers's Helen of Troy position peaked at $436K in Q2 2024.
  • 228 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q1 2025, filed 15 May 2025.