TwinBeech Capital’s Helen of Troy HELE Stock Holding History

TwinBeech Capital’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	-46,808	Closed	-$5.39M	–	646
2024 Q1	$5.39M	Buy	+46,808	New	+$5.59M	0.11%	197
2022 Q4	–	Sell	-23,102	Closed	-$2.23M	–	783
2022 Q3	$2.23M	Buy	23,102 +1,416	+7%	+$182K	0.06%	317
2022 Q2	$3.52M	Buy	+21,686	New	+$4.09M	0.16%	161
2021 Q2	–	Sell	-2,449	Closed	-$516K	–	528
2021 Q1	$516K	Buy	+2,449	New	+$552K	0.08%	296
2020 Q4	–	Sell	-2,949	Closed	-$571K	–	505
2020 Q3	$571K	Buy	+2,949	New	+$586K	0.12%	234

Other funds holding HELE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TwinBeech Capital's HELE Position: Q2 2024 in Review

TwinBeech Capital sold out of Helen of Troy (HELE) in Q2 2024, closing a stake of 46,808 shares — an estimated $5.39M sold.

TwinBeech Capital first reported a position in HELE in Q3 2020 and held it in 5 quarters. The position peaked at $5.39M in Q1 2024. 254 funds tracked by Wall St. Rank hold HELE as of Q2 2024.

TwinBeech Capital reported no remaining Helen of Troy position as of Q2 2024 after selling out during the quarter.
TwinBeech Capital sold 46,808 Helen of Troy shares in Q2 2024, an estimated $5.39M.
TwinBeech Capital first reported a position in Helen of Troy in Q3 2020 and held it in 5 quarters.
TwinBeech Capital's Helen of Troy position peaked at $5.39M in Q1 2024.
254 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2024.

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