Financial Perspectives’s Helmerich & Payne HP Stock Holding History

Financial Perspectives’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
2020 Q2	–	Sell	-165	Closed	-$2.58K	–	551
2020 Q1	$2.58K	Buy	165 +3	+2%	+$106	﹤0.01%	438
2019 Q4	$7.34K	Buy	+162	New	+$6.5K	0.01%	364

Other funds holding HP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Financial Perspectives's HP Position: Q2 2020 in Review

Financial Perspectives sold out of Helmerich & Payne (HP) in Q2 2020, closing a stake of 165 shares — an estimated $2.58K sold.

Financial Perspectives first reported a position in HP in Q4 2019 and held it in 2 quarters. The position peaked at $7.34K in Q4 2019. 349 funds tracked by Wall St. Rank hold HP as of Q2 2020.

Financial Perspectives reported no remaining Helmerich & Payne position as of Q2 2020 after selling out during the quarter.
Financial Perspectives sold 165 Helmerich & Payne shares in Q2 2020, an estimated $2.58K.
Financial Perspectives first reported a position in Helmerich & Payne in Q4 2019 and held it in 2 quarters.
Financial Perspectives's Helmerich & Payne position peaked at $7.34K in Q4 2019.
349 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2020.

Based on Financial Perspectives's 13F filing for Q2 2020, filed 10 Jan 2024.