Helen Of Troy shares owned by Creative Planning
Quarter-by-quarter ownership of Helen Of Troy (HELE) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Helen Of Troy
Tip: Access up to 7 years of quarterly data
All positions including Helen Of Troy held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Helen Of Troy by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $725k | 29k | 25.20 |
| 2025-06-30 | $563k | 20k | 28.38 |
| 2025-03-31 | $220k | 4.1k | 53.49 |
| 2024-12-31 | $317k | 5.3k | 59.83 |
| 2024-09-30 | $250k | 4.0k | 61.86 |
| 2024-06-30 | $5.2M | 57k | 92.74 |
| 2024-03-31 | $6.5M | 57k | 115.24 |
| 2023-12-31 | $6.9M | 57k | 120.81 |
| 2023-09-30 | $9.1M | 78k | 116.56 |
| 2023-06-30 | $8.8M | 82k | 108.02 |
| 2023-03-31 | $7.8M | 82k | 95.17 |
| 2022-12-31 | $8.9M | 80k | 110.91 |
| 2022-09-30 | $7.7M | 80k | 96.44 |
| 2022-06-30 | $13M | 79k | 162.41 |
| 2022-03-31 | $16M | 79k | 195.83 |
| 2021-12-31 | $19M | 79k | 244.47 |
| 2021-09-30 | $18M | 79k | 224.68 |
| 2021-06-30 | $18M | 78k | 228.12 |
| 2021-03-31 | $17M | 79k | 210.66 |
| 2020-12-31 | $18M | 79k | 222.18 |
| 2020-09-30 | $15M | 79k | 193.52 |
| 2020-06-30 | $15M | 79k | 188.55 |
| 2020-03-31 | $11M | 79k | 144.03 |
| 2019-12-31 | $14M | 79k | 179.79 |
| 2019-09-30 | $12M | 79k | 157.65 |
| 2019-06-30 | $10M | 78k | 130.59 |
| 2019-03-31 | $9.1M | 78k | 115.96 |
| 2018-12-31 | $10M | 78k | 131.17 |
| 2018-09-30 | $10M | 78k | 130.89 |
| 2018-06-30 | $7.7M | 78k | 98.45 |
| 2018-03-31 | $6.8M | 78k | 86.99 |
| 2017-12-31 | $7.5M | 78k | 96.35 |
| 2017-09-30 | $7.6M | 78k | 96.90 |
| 2017-06-30 | $12k | 127 | 94.49 |
| 2017-03-31 | $9.0k | 100 | 90.00 |
| 2016-12-31 | $19k | 225 | 84.44 |
| 2016-09-30 | $22k | 260 | 84.62 |
| 2016-06-30 | $27k | 260 | 103.85 |
| 2016-03-31 | $27k | 260 | 103.85 |
| 2015-12-31 | $26k | 273 | 95.24 |
| 2015-09-30 | $27k | 307 | 87.95 |
| 2015-03-31 | $31k | 379 | 81.79 |
| 2014-12-31 | $17k | 260 | 65.38 |
| 2014-09-30 | $30k | 580 | 51.72 |
| 2014-06-30 | $7.0k | 108 | 64.81 |
| 2014-03-31 | $4.0k | 60 | 66.67 |
| 2013-12-31 | $3.0k | 60 | 50.00 |
| 2013-09-30 | $3.0k | 60 | 50.00 |
| 2013-06-30 | $2.0k | 60 | 33.33 |