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Whittier Trust’s Helen of Troy HELE Stock Holding History

Whittier Trust’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
2025
Q3 		– Sell
-44
Closed -$1.25K – 1484
2025
Q2 		$1.25K Sell
44
-46
-51% -$1.41K ﹤0.01% 1442
2025
Q1 		$4.81K Hold
90
– – ﹤0.01% 1321
2024
Q4 		$5.38K Sell
90
-44
-33% -$2.92K ﹤0.01% 1358
2024
Q3 		$8.29K Sell
134
-36
-21% -$2.13K ﹤0.01% 1296
2024
Q2 		$15.8K Hold
170
– – ﹤0.01% 1155
2024
Q1 		$19.6K Sell
170
-25
-13% -$2.99K ﹤0.01% 1138
2023
Q4 		$23.6K Sell
195
-117
-38% -$12.6K ﹤0.01% 1069
2023
Q3 		$36.4K Hold
312
– – ﹤0.01% 987
2023
Q2 		$33.7K Sell
312
-1,114
-78% -$107K ﹤0.01% 1010
2023
Q1 		$136K Buy
1,426
+44
+3% +$4.71K ﹤0.01% 737
2022
Q4 		$153K Sell
1,382
-8,017
-85% -$780K ﹤0.01% 712
2022
Q3 		$906K Buy
9,399
+358
+4% +$46K 0.02% 360
2022
Q2 		$1.47M Buy
9,041
+140
+2% +$26.4K 0.03% 310
2022
Q1 		$1.74M Buy
8,901
+518
+6% +$109K 0.03% 303
2021
Q4 		$2.05M Buy
8,383
+251
+3% +$59.5K 0.03% 281
2021
Q3 		$1.83M Buy
8,132
+395
+5% +$90.4K 0.03% 282
2021
Q2 		$1.76M Buy
7,737
+759
+11% +$167K 0.03% 280
2021
Q1 		$1.47M Buy
6,978
+720
+12% +$162K 0.03% 306
2020
Q4 		$1.39M Buy
6,258
+338
+6% +$69.6K 0.03% 288
2020
Q3 		$1.15M Buy
5,920
+273
+5% +$54.2K 0.03% 306
2020
Q2 		$1.06M Sell
5,647
-70
-1% -$11.5K 0.03% 297
2020
Q1 		$823K Buy
+5,717
New +$969K 0.03% 314
2019
Q1 		– Sell
-70
Closed -$9K – 1454
2018
Q4 		$9K Buy
+70
New +$9.19K ﹤0.01% 1106
2017
Q4 		– Sell
-40
Closed -$4K – 1314
2017
Q3 		$4K Buy
+40
New +$3.85K ﹤0.01% 1163

Other funds holding HELE

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Whittier Trust's HELE Position: Q3 2025 in Review

Whittier Trust sold out of Helen of Troy (HELE) in Q3 2025, closing a stake of 44 shares — an estimated $1.25K sold.

Whittier Trust first reported a position in HELE in Q3 2017 and held it in 24 quarters. The position peaked at $2.05M in Q4 2021. 205 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

  • Whittier Trust reported no remaining Helen of Troy position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 44 Helen of Troy shares in Q3 2025, an estimated $1.25K.
  • Whittier Trust first reported a position in Helen of Troy in Q3 2017 and held it in 24 quarters.
  • Whittier Trust's Helen of Troy position peaked at $2.05M in Q4 2021.
  • 205 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.