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Kimelman & Baird’s Helmerich & Payne HP Stock Holding History

Kimelman & Baird’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
-350
Closed -$10.6K – 363
2024
Q3 		$10.6K Hold
350
– – ﹤0.01% 267
2024
Q2 		$12.6K Buy
+350
New +$13.5K ﹤0.01% 262
2014
Q3 		– Sell
-2,300
Closed -$267K – 113
2014
Q2 		$267K Sell
2,300
-900
-28% -$98.6K 0.05% 100
2014
Q1 		$344K Buy
+3,200
New +$298K 0.06% 88

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

Kimelman & Baird's HP Position: Q4 2024 in Review

Kimelman & Baird sold out of Helmerich & Payne (HP) in Q4 2024, closing a stake of 350 shares — an estimated $10.6K sold.

Kimelman & Baird first reported a position in HP in Q1 2014 and held it in 4 quarters. The position peaked at $344K in Q1 2014. 374 funds tracked by Wall St. Rank hold HP as of Q4 2024.

  • Kimelman & Baird reported no remaining Helmerich & Payne position as of Q4 2024 after selling out during the quarter.
  • Kimelman & Baird sold 350 Helmerich & Payne shares in Q4 2024, an estimated $10.6K.
  • Kimelman & Baird first reported a position in Helmerich & Payne in Q1 2014 and held it in 4 quarters.
  • Kimelman & Baird's Helmerich & Payne position peaked at $344K in Q1 2014.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2024.

Based on Kimelman & Baird's 13F filing for Q4 2024, filed 10 Feb 2025.