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Freedom Investment Management’s Helmerich & Payne HP Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-15,973
Closed -$577K – 796
2024
Q2 		$577K Sell
15,973
-18,979
-54% -$730K 0.05% 386
2024
Q1 		$1.47M Buy
34,952
+1,561
+5% +$59.1K 0.12% 162
2023
Q4 		$1.21M Buy
33,391
+1,743
+6% +$67.4K 0.1% 191
2023
Q3 		$1.33M Sell
31,648
-7,031
-18% -$294K 0.16% 142
2023
Q2 		$1.37M Sell
38,679
-5,719
-13% -$195K 0.15% 165
2023
Q1 		$1.59M Buy
+44,398
New +$1.92M 0.18% 148
2018
Q2 		– Sell
-7,410
Closed -$493K – 1019
2018
Q1 		$493K Buy
7,410
+1,314
+22% +$88.6K 0.03% 629
2017
Q4 		$394K Buy
6,096
+695
+13% +$39K 0.02% 744
2017
Q3 		$281K Buy
5,401
+547
+11% +$27.1K 0.02% 877
2017
Q2 		$264K Sell
4,854
-1,455
-23% -$85.3K 0.02% 856
2017
Q1 		$420K Sell
6,309
-687
-10% -$48.9K 0.02% 612
2016
Q4 		$541K Sell
6,996
-4,754
-40% -$338K 0.03% 457
2016
Q3 		$791K Buy
11,750
+4,668
+66% +$293K 0.05% 310
2016
Q2 		$475K Buy
7,082
+76
+1% +$4.7K 0.03% 428
2016
Q1 		$411K Sell
7,006
-12,722
-64% -$673K 0.03% 461
2015
Q4 		$1.06M Sell
19,728
-3,661
-16% -$202K 0.08% 208
2015
Q3 		$248K Buy
23,389
+9,298
+66% +$526K 0.03% 537
2015
Q2 		$992K Buy
14,091
+4,560
+48% +$337K 0.1% 156
2015
Q1 		$649K Buy
9,531
+558
+6% +$36.5K 0.07% 236
2014
Q4 		$605K Buy
8,973
+2,967
+49% +$231K 0.08% 239
2014
Q3 		$588K Buy
6,006
+224
+4% +$23.8K 0.1% 202
2014
Q2 		$671K Buy
5,782
+357
+7% +$39.1K 0.11% 160
2014
Q1 		$583K Sell
5,425
-98
-2% -$9.11K 0.12% 153
2013
Q4 		$464K Buy
5,523
+1,244
+29% +$96.8K 0.12% 174
2013
Q3 		$295K Buy
4,279
+1,057
+33% +$69.8K 0.08% 225
2013
Q2 		$201K Buy
+3,222
New +$198K 0.07% 283

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Freedom Investment Management's HP Position: Q3 2024 in Review

Freedom Investment Management sold out of Helmerich & Payne (HP) in Q3 2024, closing a stake of 15,973 shares — an estimated $577K sold.

Freedom Investment Management first reported a position in HP in Q2 2013 and held it in 26 quarters. The position peaked at $1.59M in Q1 2023. 385 funds tracked by Wall St. Rank hold HP as of Q3 2024.

  • Freedom Investment Management reported no remaining Helmerich & Payne position as of Q3 2024 after selling out during the quarter.
  • Freedom Investment Management sold 15,973 Helmerich & Payne shares in Q3 2024, an estimated $577K.
  • Freedom Investment Management first reported a position in Helmerich & Payne in Q2 2013 and held it in 26 quarters.
  • Freedom Investment Management's Helmerich & Payne position peaked at $1.59M in Q1 2023.
  • 385 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.