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Susquehanna Fundamental Investments’s Helen of Troy HELE Stock Holding History

Susquehanna Fundamental Investments’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
Q4 		– Sell
-21,338
Closed -$538K – 629
2025
Q3 		$538K Sell
21,338
-50,222
-70% -$1.22M 0.02% 427
2025
Q2 		$2.03M Sell
71,560
-5,502
-7% -$169K 0.05% 333
2025
Q1 		$4.12M Buy
77,062
+25,438
+49% +$1.47M 0.06% 361
2024
Q4 		$3.09M Buy
+51,624
New +$3.43M 0.04% 432

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna Fundamental Investments's HELE Position: Q4 2025 in Review

Susquehanna Fundamental Investments sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 21,338 shares — an estimated $538K sold.

Susquehanna Fundamental Investments first reported a position in HELE in Q4 2024 and held it in 4 quarters. The position peaked at $4.12M in Q1 2025. 193 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

  • Susquehanna Fundamental Investments reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 21,338 Helen of Troy shares in Q4 2025, an estimated $538K.
  • Susquehanna Fundamental Investments first reported a position in Helen of Troy in Q4 2024 and held it in 4 quarters.
  • Susquehanna Fundamental Investments's Helen of Troy position peaked at $4.12M in Q1 2025.
  • 193 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2025, filed 17 Feb 2026.