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IFM Investors’s Helmerich & Payne HP Stock Holding History

IFM Investors’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
2019
Q4 		– Sell
-9,849
Closed -$395K – 615
2019
Q3 		$395K Buy
9,849
+2,987
+44% +$132K 0.01% 589
2019
Q2 		$347K Hold
6,862
– – 0.02% 578
2019
Q1 		$381K Hold
6,862
– – 0.02% 538
2018
Q4 		$329K Buy
6,862
+661
+11% +$40.6K 0.03% 533
2018
Q3 		$426K Buy
6,201
+1,218
+24% +$77.8K 0.03% 499
2018
Q2 		$318K Buy
4,983
+1,655
+50% +$113K 0.03% 521
2018
Q1 		$222K Hold
3,328
– – 0.03% 510
2017
Q4 		$215K Buy
+3,328
New +$187K 0.03% 488

Other funds holding HP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IFM Investors's HP Position: Q4 2019 in Review

IFM Investors sold out of Helmerich & Payne (HP) in Q4 2019, closing a stake of 9,849 shares — an estimated $395K sold.

IFM Investors first reported a position in HP in Q4 2017 and held it in 8 quarters. The position peaked at $426K in Q3 2018. 444 funds tracked by Wall St. Rank hold HP as of Q4 2019.

  • IFM Investors reported no remaining Helmerich & Payne position as of Q4 2019 after selling out during the quarter.
  • IFM Investors sold 9,849 Helmerich & Payne shares in Q4 2019, an estimated $395K.
  • IFM Investors first reported a position in Helmerich & Payne in Q4 2017 and held it in 8 quarters.
  • IFM Investors's Helmerich & Payne position peaked at $426K in Q3 2018.
  • 444 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2019.

Based on IFM Investors's 13F filing for Q4 2019, filed 13 Jan 2020.