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Vanguard Personalized Indexing Management’s Helen of Troy HELE Stock Holding History

Vanguard Personalized Indexing 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
Q1 		– Sell
-2,088
Closed -$252K – 1649
2023
Q4 		$252K Buy
+2,088
New +$225K 0.01% 1310
2023
Q2 		– Sell
-3,045
Closed -$290K – 1495
2023
Q1 		$290K Buy
+3,045
New +$326K 0.01% 1130

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Vanguard Personalized Indexing Management's HELE Position: Q1 2024 in Review

Vanguard Personalized Indexing Management sold out of Helen of Troy (HELE) in Q1 2024, closing a stake of 2,088 shares — an estimated $252K sold.

Vanguard Personalized Indexing Management first reported a position in HELE in Q1 2023 and held it in 2 quarters. The position peaked at $290K in Q1 2023. 272 funds tracked by Wall St. Rank hold HELE as of Q1 2024.

  • Vanguard Personalized Indexing Management reported no remaining Helen of Troy position as of Q1 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 2,088 Helen of Troy shares in Q1 2024, an estimated $252K.
  • Vanguard Personalized Indexing Management first reported a position in Helen of Troy in Q1 2023 and held it in 2 quarters.
  • Vanguard Personalized Indexing Management's Helen of Troy position peaked at $290K in Q1 2023.
  • 272 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2024, filed 9 May 2024.