Thrivent Financial for Lutherans
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Thrivent Financial for Lutherans’s Helen of Troy HELE Stock Holding History

Thrivent Financial for Lutherans’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
Q3 		– Sell
-16,870
Closed -$479K – 2488
2025
Q2 		$479K Buy
16,870
+82
+0.5% +$2.52K ﹤0.01% 2167
2025
Q1 		$898K Sell
16,788
-875
-5% -$50.6K ﹤0.01% 1791
2024
Q4 		$1.06M Sell
17,663
-252
-1% -$16.8K ﹤0.01% 1864
2024
Q3 		$1.11M Buy
17,915
+12,162
+211% +$719K ﹤0.01% 1843
2024
Q2 		$534K Sell
5,753
-198
-3% -$20.1K ﹤0.01% 2196
2024
Q1 		$686K Buy
5,951
+20
+0.3% +$2.39K ﹤0.01% 2094
2023
Q4 		$717K Sell
5,931
-103
-2% -$11.1K ﹤0.01% 2049
2023
Q3 		$703K Sell
6,034
-171
-3% -$21.3K ﹤0.01% 1958
2023
Q2 		$670K Sell
6,205
-127
-2% -$12.2K ﹤0.01% 2050
2023
Q1 		$603K Sell
6,332
-58
-0.9% -$6.21K ﹤0.01% 2054
2022
Q4 		$709K Buy
6,390
+46
+0.7% +$4.48K ﹤0.01% 1939
2022
Q3 		$612K Buy
6,344
+89
+1% +$11.4K ﹤0.01% 1972
2022
Q2 		$1.02M Sell
6,255
-52
-0.8% -$9.8K ﹤0.01% 1705
2022
Q1 		$1.24M Sell
6,307
-55
-0.9% -$11.6K ﹤0.01% 1693
2021
Q4 		$1.55M Buy
6,362
+63
+1% +$14.9K ﹤0.01% 1567
2021
Q3 		$1.42M Sell
6,299
-9,889
-61% -$2.26M ﹤0.01% 1597
2021
Q2 		$3.69M Sell
16,188
-9,821
-38% -$2.16M 0.01% 1066
2021
Q1 		$5.48M Sell
26,009
-5,150
-17% -$1.16M 0.01% 876
2020
Q4 		$6.92M Sell
31,159
-268
-0.9% -$55.2K 0.02% 762
2020
Q3 		$6.08M Buy
31,427
+24,454
+351% +$4.86M 0.02% 742
2020
Q2 		$1.31M Buy
6,973
+398
+6% +$65.1K ﹤0.01% 1318
2020
Q1 		$947K Hold
6,575
– – ﹤0.01% 1336
2019
Q4 		$1.18M Buy
6,575
+56
+0.9% +$8.98K ﹤0.01% 1347
2019
Q3 		$1.03M Sell
6,519
-102
-2% -$15.2K ﹤0.01% 1385
2019
Q2 		$865K Sell
6,621
-220
-3% -$28.8K ﹤0.01% 1507
2019
Q1 		$793K Buy
6,841
+148
+2% +$17.1K ﹤0.01% 1529
2018
Q4 		$878K Buy
6,693
+278
+4% +$36.5K ﹤0.01% 1237
2018
Q3 		$840K Buy
6,415
+350
+6% +$41.2K ﹤0.01% 1396
2018
Q2 		$597K Sell
6,065
-237
-4% -$21.6K ﹤0.01% 1585
2018
Q1 		$548K Buy
6,302
+390
+7% +$35.5K ﹤0.01% 1600
2017
Q4 		$570K Sell
5,912
-129
-2% -$11.9K ﹤0.01% 1604
2017
Q3 		$585K Buy
6,041
+571
+10% +$54.9K ﹤0.01% 1485
2017
Q2 		$515K Buy
5,470
+360
+7% +$33.5K ﹤0.01% 1493
2017
Q1 		$481K Buy
5,110
+320
+7% +$30.2K ﹤0.01% 1552
2016
Q4 		$405K Buy
4,790
+420
+10% +$35.1K ﹤0.01% 1601
2016
Q3 		$377K Buy
4,370
+360
+9% +$33.7K ﹤0.01% 1604
2016
Q2 		$412K Sell
4,010
-8,990
-69% -$907K ﹤0.01% 1510
2016
Q1 		$1.35M Buy
13,000
+900
+7% +$84K 0.01% 986
2015
Q4 		$1.14M Buy
12,100
+250
+2% +$25K 0.01% 1028
2015
Q3 		$1.06M Buy
11,850
+1,400
+13% +$125K 0.01% 950
2015
Q2 		$1.02M Buy
10,450
+500
+5% +$44K 0.01% 816
2015
Q1 		$811K Buy
9,950
+300
+3% +$22.9K ﹤0.01% 907
2014
Q4 		$628K Hold
9,650
– – ﹤0.01% 1004
2014
Q3 		$507K Sell
9,650
-100
-1% -$5.61K ﹤0.01% 1102
2014
Q2 		$591K Hold
9,750
– – ﹤0.01% 1049
2014
Q1 		$675K Sell
9,750
-1,250
-11% -$76K ﹤0.01% 835
2013
Q4 		$543K Hold
11,000
– – ﹤0.01% 956
2013
Q3 		$487K Sell
11,000
-600
-5% -$25.3K ﹤0.01% 952
2013
Q2 		$445 Buy
+11,600
New +$441K ﹤0.01% 983

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Thrivent Financial for Lutherans's HELE Position: Q3 2025 in Review

Thrivent Financial for Lutherans sold out of Helen of Troy (HELE) in Q3 2025, closing a stake of 16,870 shares — an estimated $479K sold.

Thrivent Financial for Lutherans first reported a position in HELE in Q2 2013 and held it in 49 quarters. The position peaked at $6.92M in Q4 2020. 205 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

  • Thrivent Financial for Lutherans reported no remaining Helen of Troy position as of Q3 2025 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 16,870 Helen of Troy shares in Q3 2025, an estimated $479K.
  • Thrivent Financial for Lutherans first reported a position in Helen of Troy in Q2 2013 and held it in 49 quarters.
  • Thrivent Financial for Lutherans's Helen of Troy position peaked at $6.92M in Q4 2020.
  • 205 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

Based on Thrivent Financial for Lutherans's 13F filing for Q3 2025, filed 4 Nov 2025.