VanEck Associates
HELE icon

VanEck Associates’s Helen of Troy HELE Stock Holding History

VanEck Associates’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
2022
Q4 		– Sell
-715
Closed -$69K – 1438
2022
Q3 		$69K Buy
715
+64
+10% +$8.22K ﹤0.01% 1231
2022
Q2 		$106K Buy
651
+27
+4% +$5.09K ﹤0.01% 1212
2022
Q1 		$122K Buy
624
+85
+16% +$17.9K ﹤0.01% 1202
2021
Q4 		$132K Buy
539
+6
+1% +$1.42K ﹤0.01% 1187
2021
Q3 		$120K Buy
533
+198
+59% +$45.3K ﹤0.01% 1117
2021
Q2 		$76K Buy
335
+186
+125% +$40.9K ﹤0.01% 1132
2021
Q1 		$31K Buy
+149
New +$33.6K ﹤0.01% 1128

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

VanEck Associates's HELE Position: Q4 2022 in Review

VanEck Associates sold out of Helen of Troy (HELE) in Q4 2022, closing a stake of 715 shares — an estimated $69K sold.

VanEck Associates first reported a position in HELE in Q1 2021 and held it in 7 quarters. The position peaked at $132K in Q4 2021. 245 funds tracked by Wall St. Rank hold HELE as of Q4 2022.

  • VanEck Associates reported no remaining Helen of Troy position as of Q4 2022 after selling out during the quarter.
  • VanEck Associates sold 715 Helen of Troy shares in Q4 2022, an estimated $69K.
  • VanEck Associates first reported a position in Helen of Troy in Q1 2021 and held it in 7 quarters.
  • VanEck Associates's Helen of Troy position peaked at $132K in Q4 2021.
  • 245 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2022.

Based on VanEck Associates's 13F filing for Q4 2022, filed 8 Feb 2023.