SignatureFD’s Helen of Troy HELE Stock Holding History

SignatureFD’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
2026 Q1	$48K	Sell	3,331 -498	-13%	-$8.71K	﹤0.01%	1748
2025 Q4	$81.4K	Buy	3,829 +1,238	+48%	+$25.3K	﹤0.01%	1406
2025 Q3	$65.3K	Buy	2,591 +1,162	+81%	+$28.1K	﹤0.01%	1501
2025 Q2	$40.6K	Buy	1,429 +594	+71%	+$18.2K	﹤0.01%	1697
2025 Q1	$44.7K	Sell	835 -298	-26%	-$17.2K	﹤0.01%	1634
2024 Q4	$67.8K	Buy	1,133 +142	+14%	+$9.44K	﹤0.01%	1418
2024 Q3	$61.3K	Buy	+991	New	+$58.6K	﹤0.01%	1472
2020 Q4	–	Sell	-5	Closed	-$1K	–	2609
2020 Q3	$1K	Buy	+5	New	+$993	﹤0.01%	2424
2014 Q3	–	Sell	-12	Closed	-$1K	–	797
2014 Q2	$1K	Hold	12	–	–	﹤0.01%	781
2014 Q1	$1K	Hold	12	–	–	﹤0.01%	687
2013 Q4	$1K	Hold	12	–	–	﹤0.01%	642
2013 Q3	$1K	Hold	12	–	–	﹤0.01%	589
2013 Q2	$0	Buy	+12	New	+$456	﹤0.01%	597

Other funds holding HELE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return