Stifel Financial’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,024
| Closed | -$429K | – | 3521 |
|
|
2025
Q1 | $429K | Sell |
8,024
-1,085
| -12% | -$62.7K | ﹤0.01% | 2784 |
|
|
2024
Q4 | $545K | Buy |
+9,109
| New | +$606K | ﹤0.01% | 2615 |
|
|
2024
Q3 | – | Sell |
-2,669
| Closed | -$248K | – | 3404 |
|
|
2024
Q2 | $248K | Buy |
2,669
+71
| +3% | +$7.19K | ﹤0.01% | 3010 |
|
|
2024
Q1 | $299K | Buy |
2,598
+6
| +0.2% | +$717 | ﹤0.01% | 2914 |
|
|
2023
Q4 | $313K | Sell |
2,592
-5
| -0.2% | -$539 | ﹤0.01% | 2820 |
|
|
2023
Q3 | $303K | Sell |
2,597
-49
| -2% | -$6.1K | ﹤0.01% | 2787 |
|
|
2023
Q2 | $286K | Buy |
2,646
+66
| +3% | +$6.32K | ﹤0.01% | 2850 |
|
|
2023
Q1 | $246K | Buy |
2,580
+26
| +1% | +$2.78K | ﹤0.01% | 2934 |
|
|
2022
Q4 | $283K | Buy |
2,554
+214
| +9% | +$20.8K | ﹤0.01% | 2794 |
|
|
2022
Q3 | $226K | Sell |
2,340
-1,685
| -42% | -$217K | ﹤0.01% | 2883 |
|
|
2022
Q2 | $654K | Sell |
4,025
-1,820
| -31% | -$343K | ﹤0.01% | 2302 |
|
|
2022
Q1 | $1.15M | Sell |
5,845
-10
| -0.2% | -$2.11K | ﹤0.01% | 2011 |
|
|
2021
Q4 | $1.43M | Buy |
5,855
+410
| +8% | +$97.2K | ﹤0.01% | 1858 |
|
|
2021
Q3 | $1.22M | Sell |
5,445
-308
| -5% | -$70.5K | ﹤0.01% | 1927 |
|
|
2021
Q2 | $1.31M | Sell |
5,753
-78
| -1% | -$17.1K | ﹤0.01% | 1893 |
|
|
2021
Q1 | $1.23M | Sell |
5,831
-1,107
| -16% | -$250K | ﹤0.01% | 1861 |
|
|
2020
Q4 | $1.54M | Sell |
6,938
-1,021
| -13% | -$210K | ﹤0.01% | 1545 |
|
|
2020
Q3 | $1.54M | Sell |
7,959
-104
| -1% | -$20.7K | ﹤0.01% | 1358 |
|
|
2020
Q2 | $1.52M | Sell |
8,063
-697
| -8% | -$114K | ﹤0.01% | 1302 |
|
|
2020
Q1 | $1.28M | Sell |
8,760
-92,494
| -91% | -$15.7M | ﹤0.01% | 1278 |
|
|
2019
Q4 | $18.2M | Sell |
101,254
-5,494
| -5% | -$881K | 0.04% | 387 |
|
|
2019
Q3 | $16.8M | Sell |
106,748
-4,305
| -4% | -$640K | 0.04% | 373 |
|
|
2019
Q2 | $14.5M | Buy |
111,053
+6,039
| +6% | +$790K | 0.04% | 437 |
|
|
2019
Q1 | $12.2M | Sell |
105,014
-10,518
| -9% | -$1.21M | 0.03% | 464 |
|
|
2018
Q4 | $15.2M | Buy |
115,532
+109,775
| +1,907% | +$14.4M | 0.05% | 351 |
|
|
2018
Q3 | $750K | Sell |
5,757
-109
| -2% | -$12.8K | ﹤0.01% | 1864 |
|
|
2018
Q2 | $579K | Sell |
5,866
-382
| -6% | -$34.8K | ﹤0.01% | 1953 |
|
|
2018
Q1 | $542K | Sell |
6,248
-936
| -13% | -$85.2K | ﹤0.01% | 1928 |
|
|
2017
Q4 | $692K | Buy |
7,184
+3
| +0% | +$276 | ﹤0.01% | 1736 |
|
|
2017
Q3 | $696K | Buy |
7,181
+316
| +5% | +$30.4K | ﹤0.01% | 1692 |
|
|
2017
Q2 | $648K | Buy |
6,865
+1,038
| +18% | +$96.6K | ﹤0.01% | 1733 |
|
|
2017
Q1 | $551K | Buy |
5,827
+1,549
| +36% | +$146K | ﹤0.01% | 1764 |
|
|
2016
Q4 | $362K | Buy |
4,278
+307
| +8% | +$25.7K | ﹤0.01% | 1943 |
|
|
2016
Q3 | $343K | Sell |
3,971
-1,576
| -28% | -$148K | ﹤0.01% | 1925 |
|
|
2016
Q2 | $571K | Buy |
5,547
+355
| +7% | +$35.8K | ﹤0.01% | 1680 |
|
|
2016
Q1 | $538K | Buy |
5,192
+257
| +5% | +$24K | ﹤0.01% | 1542 |
|
|
2015
Q4 | $465K | Buy |
4,935
+305
| +7% | +$30.5K | ﹤0.01% | 1705 |
|
|
2015
Q3 | $413K | Sell |
4,630
-115
| -2% | -$10.3K | ﹤0.01% | 1664 |
|
|
2015
Q2 | $460K | Buy |
4,745
+1,734
| +58% | +$153K | ﹤0.01% | 1726 |
|
|
2015
Q1 | $246K | Buy |
+3,011
| New | +$230K | ﹤0.01% | 2003 |
|
Other funds holding HELE
Stifel Financial's HELE Position: Q2 2025 in Review
Stifel Financial sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 8,024 shares — an estimated $429K sold.
Stifel Financial first reported a position in HELE in Q1 2015 and held it in 40 quarters. The position peaked at $18.2M in Q4 2019. 208 funds tracked by Wall St. Rank hold HELE as of Q2 2025.
- Stifel Financial reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
- Stifel Financial sold 8,024 Helen of Troy shares in Q2 2025, an estimated $429K.
- Stifel Financial first reported a position in Helen of Troy in Q1 2015 and held it in 40 quarters.
- Stifel Financial's Helen of Troy position peaked at $18.2M in Q4 2019.
- 208 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.
Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.