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Gerstein Fisher’s Helmerich & Payne HP Stock Holding History

Gerstein Fisher’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
2014
Q4 		– Sell
-12,868
Closed -$1.26M – 392
2014
Q3 		$1.26M Buy
+12,868
New +$1.37M 0.22% 83

Other funds holding HP

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gerstein Fisher's HP Position: Q4 2014 in Review

Gerstein Fisher sold out of Helmerich & Payne (HP) in Q4 2014, closing a stake of 12,868 shares — an estimated $1.26M sold.

Gerstein Fisher first reported a position in HP in Q3 2014 and held it in 1 quarter. The position peaked at $1.26M in Q3 2014. 526 funds tracked by Wall St. Rank hold HP as of Q4 2014.

  • Gerstein Fisher reported no remaining Helmerich & Payne position as of Q4 2014 after selling out during the quarter.
  • Gerstein Fisher sold 12,868 Helmerich & Payne shares in Q4 2014, an estimated $1.26M.
  • Gerstein Fisher first reported a position in Helmerich & Payne in Q3 2014 and held it in 1 quarter.
  • Gerstein Fisher's Helmerich & Payne position peaked at $1.26M in Q3 2014.
  • 526 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2014.

Based on Gerstein Fisher's 13F filing for Q4 2014, filed 13 Feb 2015.