ETF Holdings Breakdown of HELE

Stock Name	Helen of Troy Ltd
Ticker	HELE(USD) NASDAQ
TYPE	Common Stock
Country	USA
ISIN	BMG4388N1065

News associated with HELE

56,270 Shares in Helen of Troy Limited (NASDAQ:HELE) Bought by Raymond James Financial Inc.: Raymond James Financial Inc. bought a new position in Helen of Troy Limited (NASDAQ:HELE – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 56,270 shares of the company’s stock, valued at approximately $3,367,000. Raymond James Financial Inc. owned about 0.25% of […] - 2025-04-28 07:51:02
Sterling Capital Management LLC Grows Stock Position in Helen of Troy Limited (NASDAQ:HELE): Sterling Capital Management LLC boosted its position in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 844.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 718 shares of the company’s stock after buying an additional 642 shares during the quarter. Sterling […] - 2025-04-25 09:02:58
UBS Group Cuts Helen of Troy (NASDAQ:HELE) Price Target to $38.00: Helen of Troy (NASDAQ:HELE – Free Report) had its price target reduced by UBS Group from $68.00 to $38.00 in a report published on Thursday,Benzinga reports. They currently have a neutral rating on the stock. Separately, StockNews.com upgraded shares of Helen of Troy from a “hold” rating to a “buy” rating in a report on […] - 2025-04-20 07:58:46
Bank of Montreal Can Boosts Stake in Helen of Troy Limited (NASDAQ:HELE): Bank of Montreal Can raised its holdings in Helen of Troy Limited (NASDAQ:HELE – Free Report) by 50.5% in the fourth quarter, Holdings Channel.com reports. The fund owned 25,672 shares of the company’s stock after buying an additional 8,610 shares during the quarter. Bank of Montreal Can’s holdings in Helen of Troy were worth $1,536,000 […] - 2025-04-18 08:38:51
Helen of Troy Limited (NASDAQ:HELE) Shares Sold by Federated Hermes Inc.: Federated Hermes Inc. decreased its position in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 53.5% during the 4th quarter, Holdings Channel.com reports. The fund owned 5,419 shares of the company’s stock after selling 6,239 shares during the period. Federated Hermes Inc.’s holdings in Helen of Troy were worth $324,000 at the […] - 2025-04-18 07:57:07
Geode Capital Management LLC Trims Stake in Helen of Troy Limited (NASDAQ:HELE): Geode Capital Management LLC lessened its holdings in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 0.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 534,565 shares of the company’s stock after selling 1,318 shares during the quarter. Geode Capital […] - 2025-04-17 07:52:59
Fmr LLC Trims Holdings in Helen of Troy Limited (NASDAQ:HELE): Fmr LLC lowered its holdings in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 7.0% in the fourth quarter, Holdings Channel reports. The firm owned 2,679,872 shares of the company’s stock after selling 200,585 shares during the quarter. Fmr LLC owned 0.12% of Helen of Troy worth $160,337,000 as of its most […] - 2025-04-14 08:15:06
Corebridge Financial Inc. Sells 946 Shares of Helen of Troy Limited (NASDAQ:HELE): Corebridge Financial Inc. lessened its stake in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 7.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,134 shares of the company’s stock after selling 946 shares during the […] - 2025-04-07 07:32:49
Avantax Advisory Services Inc. Makes New $803,000 Investment in Helen of Troy Limited (NASDAQ:HELE): Avantax Advisory Services Inc. acquired a new position in Helen of Troy Limited (NASDAQ:HELE – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor acquired 13,428 shares of the company’s stock, valued at approximately $803,000. Other hedge funds and other institutional investors have also bought and sold shares of the company. GAMMA Investing […] - 2025-03-21 08:46:50
Bank of New York Mellon Corp Has $20.89 Million Position in Helen of Troy Limited (NASDAQ:HELE): Bank of New York Mellon Corp raised its stake in Helen of Troy Limited (NASDAQ:HELE – Free Report) by 104.3% in the 4th quarter, Holdings Channel.com reports. The fund owned 349,205 shares of the company’s stock after buying an additional 178,310 shares during the quarter. Bank of New York Mellon Corp’s holdings in Helen of […] - 2025-03-11 07:15:00
Helen of Troy Limited (NASDAQ:HELE) Shares Sold by Handelsbanken Fonder AB: Handelsbanken Fonder AB trimmed its holdings in Helen of Troy Limited (NASDAQ:HELE – Free Report) by 5.4% during the fourth quarter, HoldingsChannel.com reports. The fund owned 6,951 shares of the company’s stock after selling 400 shares during the period. Handelsbanken Fonder AB’s holdings in Helen of Troy were worth $416,000 as of its most recent […] - 2025-03-03 08:59:06
Entropy Technologies LP Sells 1,495 Shares of Helen of Troy Limited (NASDAQ:HELE): Entropy Technologies LP lessened its stake in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 18.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,582 shares of the company’s stock after selling 1,495 shares during the period. Entropy Technologies LP’s […] - 2025-02-13 10:20:50
Helen of Troy Limited (NASDAQ:HELE) Shares Acquired by KBC Group NV: KBC Group NV boosted its position in Helen of Troy Limited (NASDAQ:HELE – Free Report) by 73.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,352 shares of the company’s stock after purchasing an additional 571 shares during the quarter. KBC Group NV’s holdings […] - 2025-02-10 22:21:02

HELE institutional holdings

The following institutional investment holdings of HELE have been identified

Date ETF ISIN/Name Num Shares Book value
2025-05-08 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 16,215 USD 433,589

2025-05-08 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 20,983 USD 561,085

2025-05-08 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 735 USD 19,654

Total = 37,933 USD 1,014,328
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-05-08	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	16,215	USD 433,589
2025-05-08	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	20,983	USD 561,085
2025-05-08	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	735	USD 19,654
Total =	37,933	USD 1,014,328

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