Westside Investment Management’s Helen of Troy HELE Stock Holding History

Westside Investment 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 Q3	–	Sell	-61	Closed	-$5.66K	–	1002
2024 Q2	$5.66K	Hold	61	–	–	﹤0.01%	743
2024 Q1	$7.03K	Hold	61	–	–	﹤0.01%	683
2023 Q4	$7.37K	Hold	61	–	–	﹤0.01%	647
2023 Q3	$7.11K	Hold	61	–	–	﹤0.01%	644
2023 Q2	$6.59K	Hold	61	–	–	﹤0.01%	659
2023 Q1	$5.8K	Hold	61	–	–	﹤0.01%	674
2022 Q4	$6	Hold	61	–	–	﹤0.01%	677
2022 Q3	$5	Hold	61	–	–	﹤0.01%	684
2022 Q2	$9	Hold	61	–	–	﹤0.01%	613
2022 Q1	$11	Hold	61	–	–	﹤0.01%	606
2021 Q4	$14	Hold	61	–	–	﹤0.01%	546
2021 Q3	$13	Hold	61	–	–	﹤0.01%	543
2021 Q2	$13	Hold	61	–	–	﹤0.01%	542
2021 Q1	$12	Sell	61 -22	-27%	-$4.96K	﹤0.01%	525
2020 Q4	$18	Sell	83 -20	-19%	-$4.12K	﹤0.01%	440
2020 Q3	$19	Hold	103	–	–	﹤0.01%	432
2020 Q2	$19	Hold	103	–	–	﹤0.01%	406
2020 Q1	$14	Buy	+103	New	+$17.5K	﹤0.01%	425
2019 Q2	$13	Buy	+103	New	+$13.5K	﹤0.01%	441
2018 Q4	$13.5K	Hold	103	–	–	﹤0.01%	419
2018 Q3	$13.3K	Buy	+103	New	+$12.1K	﹤0.01%	438

Other funds holding HELE

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

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Westside Investment Management's HELE Position: Q3 2024 in Review

Westside Investment Management sold out of Helen of Troy (HELE) in Q3 2024, closing a stake of 61 shares — an estimated $5.66K sold.

Westside Investment Management first reported a position in HELE in Q3 2018 and held it in 21 quarters. The position peaked at $13.5K in Q4 2018. 244 funds tracked by Wall St. Rank hold HELE as of Q3 2024.

Westside Investment Management reported no remaining Helen of Troy position as of Q3 2024 after selling out during the quarter.
Westside Investment Management sold 61 Helen of Troy shares in Q3 2024, an estimated $5.66K.
Westside Investment Management first reported a position in Helen of Troy in Q3 2018 and held it in 21 quarters.
Westside Investment Management's Helen of Troy position peaked at $13.5K in Q4 2018.
244 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2024.

Based on Westside Investment Management's 13F filing for Q3 2024, filed 20 Nov 2024.