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Jaffetilchin Investment Partners’s Helmerich & Payne HP Stock Holding History

Jaffetilchin Investment Partners’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
2023
Q2 		– Sell
-6,303
Closed -$225K – 373
2023
Q1 		$225K Sell
6,303
-1,858
-23% -$80.2K 0.03% 323
2022
Q4 		$405K Buy
8,161
+548
+7% +$26.1K 0.05% 227
2022
Q3 		$281K Buy
7,613
+777
+11% +$32.7K 0.04% 262
2022
Q2 		$294K Sell
6,836
-2,646
-28% -$123K 0.03% 255
2022
Q1 		$418K Buy
+9,482
New +$327K 0.05% 216
2015
Q3 		– Sell
-6,364
Closed -$448K – 208
2015
Q2 		$448K Buy
+6,364
New +$470K 0.13% 134
2014
Q4 		– Sell
-2,197
Closed -$215K – 216
2014
Q3 		$215K Buy
2,197
+312
+17% +$33.2K 0.08% 184
2014
Q2 		$219K Sell
1,885
-7,731
-80% -$847K 0.08% 183
2014
Q1 		$1.03M Buy
9,616
+2,509
+35% +$233K 0.4% 44
2013
Q4 		$598K Buy
7,107
+606
+9% +$47.2K 0.29% 78
2013
Q3 		$448K Sell
6,501
-63
-1% -$4.16K 0.26% 84
2013
Q2 		$410K Buy
+6,564
New +$404K 0.28% 97

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jaffetilchin Investment Partners's HP Position: Q2 2023 in Review

Jaffetilchin Investment Partners sold out of Helmerich & Payne (HP) in Q2 2023, closing a stake of 6,303 shares — an estimated $225K sold.

Jaffetilchin Investment Partners first reported a position in HP in Q2 2013 and held it in 12 quarters. The position peaked at $1.03M in Q1 2014. 364 funds tracked by Wall St. Rank hold HP as of Q2 2023.

  • Jaffetilchin Investment Partners reported no remaining Helmerich & Payne position as of Q2 2023 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 6,303 Helmerich & Payne shares in Q2 2023, an estimated $225K.
  • Jaffetilchin Investment Partners first reported a position in Helmerich & Payne in Q2 2013 and held it in 12 quarters.
  • Jaffetilchin Investment Partners's Helmerich & Payne position peaked at $1.03M in Q1 2014.
  • 364 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2023.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2023, filed 15 Aug 2023.