Dan Polen - Polen Capital Management
Holding/activity history for Helen of Troy Ltd. (HELE)
← All HELE superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2024 Q2 | 0 | 0.00 | Sell 100.00% | 0.01 | $87.50–115.81 · VW $98.68i | SEC | |
| 2024 Q1 | 19,642 | 0.01 | Reduce 2.34% | <0.01 | $110.72–127.83 · VW $117.93i | $2,263,583 | SEC |
| 2023 Q4 | 20,112 | 0.20 | Reduce 8.89% | <0.01 | $92.65–127.24 · VW $113.57i | $81,021,086 | SEC |
| 2023 Q3 | 22,075 | 0.01 | Reduce 1.73% | <0.01 | $106.41–143.68 · VW $122.22i | $2,573,097 | SEC |
| 2023 Q2 | 22,464 | 0.01 | Reduce 3.69% | <0.01 | $81.14–111.30 · VW $100.15i | $2,426,573 | SEC |
| 2023 Q1 | 23,325 | 0.01 | Reduce 0.23% | $85.11–125.99 · VW $102.09i | $2,219,845 | SEC | |
| 2022 Q4 | 23,378 | 0.01 | Reduce 15.95% | <0.01 | $82.94–113.00 · VW $102.28i | $2,592,854 | SEC |
| 2022 Q3 | 27,816 | 0.01 | Add 10.80% | <0.01 | $96.39–172.45 · VW $121.76i | $2,683,000 | SEC |
| 2022 Q2 | 25,105 | 0.01 | Reduce 17.68% | <0.01 | $149.03–221.71 · VW $177.72i | $4,077,000 | SEC |
| 2022 Q1 | 30,498 | 0.01 | Reduce 47.04% | <0.01 | $192.90–249.08 · VW $212.61i | $5,973,000 | SEC |
| 2021 Q4 | 57,592 | 0.02 | Add 24.54% | <0.01 | $215.11–256.26 · VW $238.61i | $14,080,000 | SEC |
| 2021 Q3 | 46,245 | 0.02 | Add 8.48% | <0.01 | $206.31–243.08 · VW $224.69i | $10,390,000 | SEC |
| 2021 Q2 | 42,630 | 0.02 | Add 6.68% | <0.01 | $203.80–233.74 · VW $221.89i | $9,725,000 | SEC |
| 2021 Q1 | 39,962 | 0.02 | Add 21.14% | <0.01 | $201.02–265.97 · VW $225.88i | $8,418,000 | SEC |
| 2020 Q4 | 32,989 | 0.02 | Add 23.42% | <0.01 | $181.85–230.56 · VW $211.53i | $7,330,000 | SEC |
| 2020 Q3 | 26,729 | 0.01 | Add 19.45% | <0.01 | $182.25–213.30 · VW $196.36i | $5,173,000 | SEC |
| 2020 Q2 | 22,377 | 0.01 | Add 170.25% | <0.01 | $121.72–189.75 · VW $166.68i | $4,219,000 | SEC |
| 2020 Q1 | 8,280 | 0.01 | Buy | 0.01 | $104.02–198.59 · VW $148.88i | $1,193,000 | SEC |
Price snapshot:
Current price$27.74
52-week low$13.85
52-week high$30.68