UMB Bank’s Helen of Troy HELE Stock Holding History

UMB Bank’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
2026 Q1	–	Sell	-27	Closed	-$574	–	2319
2025 Q4	$574	Sell	27 -14	-34%	-$286	﹤0.01%	2242
2025 Q3	$1.03K	Sell	41 -26	-39%	-$630	﹤0.01%	2095
2025 Q2	$1.9K	Buy	67 +7	+12%	+$215	﹤0.01%	2011
2025 Q1	$3.21K	Sell	60 -1	-2%	-$58	﹤0.01%	1880
2024 Q4	$3.65K	Buy	61 +10	+20%	+$665	﹤0.01%	1806
2024 Q3	$3.15K	Buy	51 +35	+219%	+$2.07K	﹤0.01%	1867
2024 Q2	$1.48K	Buy	16 +9	+129%	+$912	﹤0.01%	1871
2024 Q1	$807	Buy	+7	New	+$836	﹤0.01%	1846
2022 Q3	–	Sell	-83	Closed	-$14K	–	1850
2022 Q2	$14K	Sell	83 -4	-5%	-$754	﹤0.01%	1285
2022 Q1	$17K	Hold	87	–	–	﹤0.01%	1309
2021 Q4	$21K	Buy	+87	New	+$20.6K	﹤0.01%	1258

Other funds holding HELE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return