Wedge Capital Management’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.53M | Buy |
+52,687
| New | +$1.25M | 0.03% | 371 |
|
|
2023
Q1 | – | Sell |
-53,049
| Closed | -$5.88M | – | 437 |
|
|
2022
Q4 | $5.88M | Sell |
53,049
-15,498
| -23% | -$1.51M | 0.09% | 262 |
|
|
2022
Q3 | $6.61M | Sell |
68,547
-1,209
| -2% | -$155K | 0.11% | 223 |
|
|
2022
Q2 | $11.3M | Sell |
69,756
-11,814
| -14% | -$2.23M | 0.18% | 200 |
|
|
2022
Q1 | $16M | Buy |
81,570
+144
| +0.2% | +$30.3K | 0.22% | 180 |
|
|
2021
Q4 | $19.9M | Sell |
81,426
-6,481
| -7% | -$1.54M | 0.25% | 142 |
|
|
2021
Q3 | $19.8M | Sell |
87,907
-4,413
| -5% | -$1.01M | 0.26% | 155 |
|
|
2021
Q2 | $21.1M | Sell |
92,320
-7,365
| -7% | -$1.62M | 0.26% | 153 |
|
|
2021
Q1 | $21M | Sell |
99,685
-13,070
| -12% | -$2.95M | 0.25% | 151 |
|
|
2020
Q4 | $25.1M | Sell |
112,755
-15,125
| -12% | -$3.12M | 0.29% | 133 |
|
|
2020
Q3 | $24.7M | Buy |
127,880
+2,027
| +2% | +$403K | 0.33% | 119 |
|
|
2020
Q2 | $23.7M | Buy |
125,853
+53,608
| +74% | +$8.77M | 0.33% | 118 |
|
|
2020
Q1 | $10.4M | Buy |
+72,245
| New | +$12.2M | 0.18% | 162 |
|
Other funds holding HELE
YIH
OAS
VCM
GI
SIS