HELE β€” HELEN OF TROY LTD

Ownership history in CX Institutional  Β·  3 quarters on record

This page tracks every 13F SEC filing in which CX Institutional reported a position in HELEN OF TROY LTD (HELE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    HELE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 300 +293 +4185.7% 0.00% $8K $25.20
2020 Q2 ADDED 7 +1 +16.7% 0.00% $1K $188.56
2019 Q2 INITIATED 6 β€” β€” 0.00% $1K β€”

🏒 Other funds also holding HELE

As of 2025 Q4 β€” sorted by position size

Seven Six Capital Management, LLC 1.01% RWWM, Inc. 3Y 7Y 0.92% Villanova Investment Management Co LLC 0.64% Invenomic Capital Management LP 3Y 0.59% Mork Capital Management, LLC 3Y 7Y 0.52% PARADIGM CAPITAL MANAGEMENT INC/NY 3Y 7Y 0.5% Pinnacle Holdings, LLC 3Y 7Y 0.49% SummerHaven Investment Management, LLC 3Y 0.43% CM Management, LLC 3Y 0.27% Pacific Ridge Capital Partners, LLC 3Y 7Y 0.24%
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