William Blair Investment Management’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-423,910
| Closed | -$22.7M | – | 436 |
|
|
2025
Q1 | $22.7M | Sell |
423,910
-16,941
| -4% | -$906K | 0.06% | 275 |
|
|
2024
Q4 | $26.4M | Buy |
440,851
+8,597
| +2% | +$514K | 0.06% | 278 |
|
|
2024
Q3 | $26.7M | Buy |
432,254
+111,475
| +35% | +$6.89M | 0.07% | 264 |
|
|
2024
Q2 | $29.7M | Buy |
+320,779
| New | +$29.7M | 0.08% | 222 |
|
|
2022
Q3 | – | Sell |
-21,100
| Closed | -$3.43M | – | 400 |
|
|
2022
Q2 | $3.43M | Sell |
21,100
-417,280
| -95% | -$67.8M | 0.01% | 344 |
|
|
2022
Q1 | $85.9M | Sell |
438,380
-17,027
| -4% | -$3.33M | 0.26% | 114 |
|
|
2021
Q4 | $111M | Sell |
455,407
-330,882
| -42% | -$80.9M | 0.3% | 109 |
|
|
2021
Q3 | $177M | Buy |
786,289
+15,931
| +2% | +$3.58M | 0.5% | 67 |
|
|
2021
Q2 | $176M | Sell |
770,358
-126,168
| -14% | -$28.8M | 0.55% | 75 |
|
|
2021
Q1 | $189M | Sell |
896,526
-86,506
| -9% | -$18.2M | 0.61% | 66 |
|
|
2020
Q4 | $218M | Buy |
983,032
+72,590
| +8% | +$16.1M | 0.73% | 44 |
|
|
2020
Q3 | $176M | Buy |
910,442
+253,599
| +39% | +$49.1M | 0.69% | 54 |
|
|
2020
Q2 | $124M | Buy |
656,843
+604,890
| +1,164% | +$114M | 0.5% | 75 |
|
|
2020
Q1 | $7.48M | Buy |
+51,953
| New | +$7.48M | 0.04% | 252 |
|