Woodline Partners’s Helen of Troy HELE Stock Holding History

Woodline Partners’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	-72,180	Closed	-$4.32M	–	954
2024 Q4	$4.32M	Buy	+72,180	New	+$4.8M	0.03%	515

Other funds holding HELE

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Woodline Partners's HELE Position: Q1 2025 in Review

Woodline Partners sold out of Helen of Troy (HELE) in Q1 2025, closing a stake of 72,180 shares — an estimated $4.32M sold.

Woodline Partners first reported a position in HELE in Q4 2024 and held it in 1 quarter. The position peaked at $4.32M in Q4 2024. 228 funds tracked by Wall St. Rank hold HELE as of Q1 2025.

Woodline Partners reported no remaining Helen of Troy position as of Q1 2025 after selling out during the quarter.
Woodline Partners sold 72,180 Helen of Troy shares in Q1 2025, an estimated $4.32M.
Woodline Partners first reported a position in Helen of Troy in Q4 2024 and held it in 1 quarter.
Woodline Partners's Helen of Troy position peaked at $4.32M in Q4 2024.
228 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2025.

Based on Woodline Partners's 13F filing for Q1 2025, filed 15 May 2025.