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Yousif Capital Management’s Helen of Troy HELE Stock Holding History

Yousif Capital Management’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
-8,515
Closed -$242K – 1904
2025
Q2 		$242K Hold
8,515
– – ﹤0.01% 1759
2025
Q1 		$455K Sell
8,515
-186
-2% -$10.7K 0.01% 1474
2024
Q4 		$521K Sell
8,701
-168
-2% -$11.2K 0.01% 1463
2024
Q3 		$549K Sell
8,869
-1,148
-11% -$67.9K 0.01% 1453
2024
Q2 		$929K Sell
10,017
-803
-7% -$81.4K 0.01% 1178
2024
Q1 		$1.25M Sell
10,820
-279
-3% -$33.3K 0.01% 1077
2023
Q4 		$1.34M Sell
11,099
-125
-1% -$13.5K 0.02% 1061
2023
Q3 		$1.31M Sell
11,224
-605
-5% -$75.3K 0.02% 983
2023
Q2 		$1.28M Sell
11,829
-445
-4% -$42.6K 0.02% 1025
2023
Q1 		$1.17M Buy
12,274
+5
+0% +$535 0.02% 1066
2022
Q4 		$1.36M Sell
12,269
-7
-0.1% -$681 0.02% 1004
2022
Q3 		$1.18M Sell
12,276
-1,151
-9% -$148K 0.02% 1082
2022
Q2 		$2.18M Buy
13,427
+255
+2% +$48.1K 0.03% 757
2022
Q1 		$2.58M Buy
13,172
+517
+4% +$109K 0.03% 758
2021
Q4 		$3.09M Buy
+12,655
New +$3M 0.03% 651

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

Yousif Capital Management's HELE Position: Q3 2025 in Review

Yousif Capital Management sold out of Helen of Troy (HELE) in Q3 2025, closing a stake of 8,515 shares — an estimated $242K sold.

Yousif Capital Management first reported a position in HELE in Q4 2021 and held it in 15 quarters. The position peaked at $3.09M in Q4 2021. 205 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

  • Yousif Capital Management reported no remaining Helen of Troy position as of Q3 2025 after selling out during the quarter.
  • Yousif Capital Management sold 8,515 Helen of Troy shares in Q3 2025, an estimated $242K.
  • Yousif Capital Management first reported a position in Helen of Troy in Q4 2021 and held it in 15 quarters.
  • Yousif Capital Management's Helen of Troy position peaked at $3.09M in Q4 2021.
  • 205 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

Based on Yousif Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.