EF
HP icon

Empirical Finance’s Helmerich & Payne HP Stock Holding History

Empirical Finance’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
2024
Q4 		– Sell
-11,228
Closed -$342K – 509
2024
Q3 		$342K Sell
11,228
-1
-0% -$35 0.02% 465
2024
Q2 		$406K Buy
11,229
+70
+0.6% +$2.69K 0.03% 432
2024
Q1 		$469K Hold
11,159
– – 0.03% 432
2023
Q4 		$404K Buy
+11,159
New +$431K 0.03% 443
2017
Q1 		– Sell
-47
Closed -$4K – 300
2016
Q4 		$4K Buy
+47
New +$3.34K ﹤0.01% 582

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Empirical Finance's HP Position: Q4 2024 in Review

Empirical Finance sold out of Helmerich & Payne (HP) in Q4 2024, closing a stake of 11,228 shares — an estimated $342K sold.

Empirical Finance first reported a position in HP in Q4 2016 and held it in 5 quarters. The position peaked at $469K in Q1 2024. 374 funds tracked by Wall St. Rank hold HP as of Q4 2024.

  • Empirical Finance reported no remaining Helmerich & Payne position as of Q4 2024 after selling out during the quarter.
  • Empirical Finance sold 11,228 Helmerich & Payne shares in Q4 2024, an estimated $342K.
  • Empirical Finance first reported a position in Helmerich & Payne in Q4 2016 and held it in 5 quarters.
  • Empirical Finance's Helmerich & Payne position peaked at $469K in Q1 2024.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2024.

Based on Empirical Finance's 13F filing for Q4 2024, filed 28 Jan 2025.