Capital Fund Management (CFM)’s Helmerich & Payne HP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-87,200
Closed -$2.5M 2286
2025
Q4
$2.5M Sell
87,200
-138,400
-61% -$3.68M 0.01% 1590
2025
Q3
$4.98M Buy
225,600
+85,600
+61% +$1.58M 0.01% 1256
2025
Q2
$2.12M Buy
140,000
+105,000
+300% +$1.92M 0.01% 1648
2025
Q1
$914K Buy
+35,000
New +$1.02M ﹤0.01% 1694
2023
Q4
Sell
-15,100
Closed -$637K 2193
2023
Q3
$637K Sell
15,100
-400
-3% -$16.7K ﹤0.01% 1753
2023
Q2
$549K Sell
15,500
-51,400
-77% -$1.75M ﹤0.01% 1557
2023
Q1
$2.39M Buy
+66,900
New +$2.89M 0.01% 1009
2022
Q3
Sell
-17,000
Closed -$732K 1525
2022
Q2
$732K Buy
17,000
+500
+3% +$23.2K 0.01% 1166
2022
Q1
$706K Buy
+16,500
New +$569K 0.01% 1239
2021
Q3
Sell
-16,200
Closed -$529K 1644
2021
Q2
$529K Buy
+16,200
New +$477K ﹤0.01% 1293
2020
Q1
Sell
-18,200
Closed -$827K 1764
2019
Q4
$827K Buy
18,200
+1,700
+10% +$68.2K 0.01% 1172
2019
Q3
$661K Buy
+16,500
New +$728K 0.01% 1156
2018
Q1
Sell
-4,800
Closed -$310K 1980
2017
Q4
$310K Sell
4,800
-3,500
-42% -$196K ﹤0.01% 1619
2017
Q3
$433K Sell
8,300
-14,800
-64% -$732K ﹤0.01% 1226
2017
Q2
$1.25M Buy
23,100
+18,100
+362% +$1.06M 0.01% 845
2017
Q1
$333K Sell
5,000
-19,100
-79% -$1.36M ﹤0.01% 1263
2016
Q4
$1.86M Buy
24,100
+6,100
+34% +$433K 0.02% 780
2016
Q3
$1.21M Sell
18,000
-23,200
-56% -$1.46M 0.01% 902
2016
Q2
$2.77M Buy
+41,200
New +$2.55M 0.03% 631
2016
Q1
Sell
-15,200
Closed -$814K 1655
2015
Q4
$814K Buy
15,200
+400
+3% +$22.1K 0.01% 952
2015
Q3
$699K Sell
14,800
-1,300
-8% -$73.6K 0.01% 919
2015
Q2
$1.13M Sell
16,100
-7,600
-32% -$562K 0.01% 796
2015
Q1
$1.61M Sell
23,700
-3,300
-12% -$216K 0.02% 636
2014
Q4
$1.82M Buy
27,000
+8,300
+44% +$647K 0.02% 705
2014
Q3
$1.83M Buy
18,700
+6,800
+57% +$723K 0.02% 710
2014
Q2
$1.38M Sell
11,900
-22,700
-66% -$2.49M 0.01% 846
2014
Q1
$3.72M Buy
34,600
+23,000
+198% +$2.14M 0.05% 466
2013
Q4
$975K Buy
11,600
+7,800
+205% +$607K 0.01% 987
2013
Q3
$262K Buy
+3,800
New +$251K ﹤0.01% 1417

Other funds holding HP

Capital Fund Management (CFM)'s HP Position: Q3 2024 in Review

Capital Fund Management (CFM) sold out of Helmerich & Payne (HP) in Q3 2024, closing a stake of 13,426 shares — an estimated $464K sold.

Capital Fund Management (CFM) first reported a position in HP in Q2 2013 and held it in 14 quarters. The position peaked at $7.15M in Q2 2013. 385 funds tracked by Wall St. Rank hold HP as of Q3 2024.

  • Capital Fund Management (CFM) reported no remaining Helmerich & Payne position as of Q3 2024 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 13,426 Helmerich & Payne shares in Q3 2024, an estimated $464K.
  • Capital Fund Management (CFM) first reported a position in Helmerich & Payne in Q2 2013 and held it in 14 quarters.
  • Capital Fund Management (CFM)'s Helmerich & Payne position peaked at $7.15M in Q2 2013.
  • 385 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2024.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2024, filed 13 Nov 2024.