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Kaizen Advisory’s Helmerich & Payne HP Stock Holding History

Kaizen 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
2018
Q4 		$15K Buy
308
+50
+19% +$3.07K 0.01% 543
2018
Q3 		$18K Hold
258
– – 0.01% 534
2018
Q2 		$16K Buy
258
+150
+139% +$10.2K 0.01% 559
2018
Q1 		$7K Hold
108
– – 0.01% 540
2017
Q4 		$7K Buy
+108
New +$6.05K ﹤0.01% 533

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kaizen Advisory's HP Position: Q4 2018 in Review

Kaizen Advisory increased its Helmerich & Payne (HP) stake by 19% in Q4 2018, buying an estimated $3.07K and bringing the position to 308 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #543.

Kaizen Advisory first reported a position in HP in Q4 2017 and has held it in 5 quarters since. The position peaked at $18K in Q3 2018. 510 funds tracked by Wall St. Rank hold HP as of Q4 2018.

  • Kaizen Advisory held 308 shares of Helmerich & Payne worth $15K as of Q4 2018.
  • Kaizen Advisory bought 50 Helmerich & Payne shares in Q4 2018, an estimated $3.07K.
  • Helmerich & Payne made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #543 holding.
  • Kaizen Advisory first reported a position in Helmerich & Payne in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Helmerich & Payne position peaked at $18K in Q3 2018.
  • 510 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.