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Winton Group’s Helen of Troy HELE Stock Holding History

Winton Group’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
Q1 		– Sell
-29,149
Closed -$1.74M – 722
2024
Q4 		$1.74M Sell
29,149
-27,884
-49% -$1.85M 0.12% 159
2024
Q3 		$3.53M Buy
+57,033
New +$3.37M 0.25% 101
2021
Q3 		– Sell
-1,882
Closed -$429K – 1394
2021
Q2 		$429K Buy
+1,882
New +$414K 0.02% 999
2020
Q1 		– Sell
-7,404
Closed -$1.33M – 1458
2019
Q4 		$1.33M Buy
7,404
+5,940
+406% +$953K 0.02% 954
2019
Q3 		$231K Sell
1,464
-31,270
-96% -$4.65M ﹤0.01% 1358
2019
Q2 		$4.28M Buy
32,734
+28,428
+660% +$3.72M 0.08% 224
2019
Q1 		$499K Buy
4,306
+613
+17% +$70.7K 0.01% 587
2018
Q4 		$484K Buy
+3,693
New +$485K 0.01% 496
2017
Q3 		– Sell
-9,235
Closed -$869K – 657
2017
Q2 		$869K Buy
+9,235
New +$860K 0.03% 385

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Winton Group's HELE Position: Q1 2025 in Review

Winton Group sold out of Helen of Troy (HELE) in Q1 2025, closing a stake of 29,149 shares — an estimated $1.74M sold.

Winton Group first reported a position in HELE in Q2 2017 and held it in 9 quarters. The position peaked at $4.28M in Q2 2019. 228 funds tracked by Wall St. Rank hold HELE as of Q1 2025.

  • Winton Group reported no remaining Helen of Troy position as of Q1 2025 after selling out during the quarter.
  • Winton Group sold 29,149 Helen of Troy shares in Q1 2025, an estimated $1.74M.
  • Winton Group first reported a position in Helen of Troy in Q2 2017 and held it in 9 quarters.
  • Winton Group's Helen of Troy position peaked at $4.28M in Q2 2019.
  • 228 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2025.

Based on Winton Group's 13F filing for Q1 2025, filed 15 May 2025.