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Harbor Investment Advisory’s Helmerich & Payne HP Stock Holding History

Harbor Investment Advisory’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
-225
Closed -$7.64K – 1161
2024
Q3 		$6.84K Hold
225
– – ﹤0.01% 940
2024
Q2 		$8.13K Buy
225
+79
+54% +$3.04K ﹤0.01% 891
2024
Q1 		$6.14K Buy
146
+46
+46% +$1.74K ﹤0.01% 936
2023
Q4 		$3.62K Hold
100
– – ﹤0.01% 985
2023
Q3 		$4.22K Sell
100
-1,886
-95% -$78.8K ﹤0.01% 944
2023
Q2 		$70.4K Hold
1,986
– – 0.01% 606
2023
Q1 		$71K Buy
+1,986
New +$85.7K 0.01% 598

Other funds holding HP

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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

Harbor Investment Advisory's HP Position: Q4 2024 in Review

Harbor Investment Advisory sold out of Helmerich & Payne (HP) in Q4 2024, closing a stake of 225 shares — an estimated $7.64K sold.

Harbor Investment Advisory first reported a position in HP in Q1 2023 and held it in 7 quarters. The position peaked at $71K in Q1 2023. 374 funds tracked by Wall St. Rank hold HP as of Q4 2024.

  • Harbor Investment Advisory reported no remaining Helmerich & Payne position as of Q4 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 225 Helmerich & Payne shares in Q4 2024, an estimated $7.64K.
  • Harbor Investment Advisory first reported a position in Helmerich & Payne in Q1 2023 and held it in 7 quarters.
  • Harbor Investment Advisory's Helmerich & Payne position peaked at $71K in Q1 2023.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2024.

Based on Harbor Investment Advisory's 13F filing for Q4 2024, filed 16 Jan 2025.