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Teza Capital Management’s Helen of Troy HELE Stock Holding History

Teza 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
2024
Q2 		– Sell
-5,384
Closed -$620K – 652
2024
Q1 		$620K Buy
+5,384
New +$643K 0.08% 306
2022
Q3 		– Sell
-1,943
Closed -$316K – 573
2022
Q2 		$316K Buy
+1,943
New +$366K 0.12% 295
2020
Q3 		– Sell
-1,941
Closed -$366K – 479
2020
Q2 		$366K Buy
+1,941
New +$318K 0.08% 353

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Teza Capital Management's HELE Position: Q2 2024 in Review

Teza Capital Management sold out of Helen of Troy (HELE) in Q2 2024, closing a stake of 5,384 shares — an estimated $620K sold.

Teza Capital Management first reported a position in HELE in Q2 2020 and held it in 3 quarters. The position peaked at $620K in Q1 2024. 254 funds tracked by Wall St. Rank hold HELE as of Q2 2024.

  • Teza Capital Management reported no remaining Helen of Troy position as of Q2 2024 after selling out during the quarter.
  • Teza Capital Management sold 5,384 Helen of Troy shares in Q2 2024, an estimated $620K.
  • Teza Capital Management first reported a position in Helen of Troy in Q2 2020 and held it in 3 quarters.
  • Teza Capital Management's Helen of Troy position peaked at $620K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2024.

Based on Teza Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.