Column Capital Advisors’s Helmerich & Payne HP Stock Holding History

Column Capital Advisors’s Portfolio HP Stock Details HP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$23.2K	Hold	550	–	–	﹤0.01%	415
2023 Q2	$19.5K	Hold	550	–	–	﹤0.01%	443
2023 Q1	$19.7K	Hold	550	–	–	﹤0.01%	449
2022 Q4	$27.3K	Hold	550	–	–	﹤0.01%	378
2022 Q3	$20K	Hold	550	–	–	﹤0.01%	384
2022 Q2	$24K	Hold	550	–	–	﹤0.01%	372
2022 Q1	$24K	Hold	550	–	–	﹤0.01%	382
2021 Q4	$13K	Hold	550	–	–	﹤0.01%	478
2021 Q3	$15K	Hold	550	–	–	﹤0.01%	419
2021 Q2	$18K	Hold	550	–	–	﹤0.01%	394
2021 Q1	$15K	Hold	550	–	–	﹤0.01%	405
2020 Q4	$13K	Hold	550	–	–	﹤0.01%	426
2020 Q3	$8K	Sell	550 -52	-9%	-$906	﹤0.01%	473
2020 Q2	$11K	Buy	602 +52	+9%	+$1.01K	﹤0.01%	461
2020 Q1	$9K	Sell	550 -29	-5%	-$1.02K	﹤0.01%	405
2019 Q4	$26K	Buy	+579	New	+$23.2K	0.01%	328

Other funds holding HP

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return