Y-Intercept (HK)’s Helen of Troy HELE Stock Holding History

Y-Intercept (HK)’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
2026 Q3	$379K	Sell	13,824 -47,786	-78%	-$1.35M	0.01%	1360
2026 Q2	$1.79M	Buy	+61,610	New	+$1.46M	0.04%	762
2026 Q1	–	Sell	-106,051	Closed	-$2.25M	–	1760
2025 Q4	$2.25M	Buy	+106,051	New	+$2.16M	0.05%	573
2025 Q3	–	Sell	-27,195	Closed	-$772K	–	1759
2025 Q2	$772K	Buy	+27,195	New	+$835K	0.02%	1055
2023 Q3	–	Sell	-2,887	Closed	-$312K	–	1257
2023 Q2	$312K	Sell	2,887 -8,326	-74%	-$797K	0.03%	750
2023 Q1	$1.07M	Buy	+11,213	New	+$1.2M	0.12%	235
2022 Q4	–	Sell	-5,147	Closed	-$496K	–	1137
2022 Q3	$496K	Sell	5,147 -653	-11%	-$83.9K	0.05%	544
2022 Q2	$942K	Buy	+5,800	New	+$1.09M	0.12%	245
2022 Q1	–	Sell	-979	Closed	-$239K	–	813
2021 Q4	$239K	Buy	+979	New	+$232K	0.06%	465
2021 Q1	–	Sell	-1,480	Closed	-$331K	–	686
2020 Q4	$331K	Buy	+1,480	New	+$305K	0.14%	277

Other funds holding HELE

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Y-Intercept (HK)'s HELE Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Helen of Troy (HELE) stake by 78% in Q3 2026, selling an estimated $1.35M and leaving 13,824 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #1360.

Y-Intercept (HK) first reported a position in HELE in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.25M in Q4 2025. 23 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

Y-Intercept (HK) held 13,824 shares of Helen of Troy worth $379K as of Q3 2026.
Y-Intercept (HK) sold 47,786 Helen of Troy shares in Q3 2026, an estimated $1.35M.
Helen of Troy made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1360 holding.
Y-Intercept (HK) first reported a position in Helen of Troy in Q4 2020 and has held it in 10 quarters since.
Y-Intercept (HK)'s Helen of Troy position peaked at $2.25M in Q4 2025.
23 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.