KWILP
HP icon

Kiwi Wealth Investments Limited Partnership’s Helmerich & Payne HP Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2020
Q2 		– Sell
-38,148
Closed -$597K – 221
2020
Q1 		$597K Sell
38,148
-3,897
-9% -$137K 0.06% 157
2019
Q4 		$1.91M Sell
42,045
-16,751
-28% -$672K 0.14% 145
2019
Q3 		$2.36M Buy
58,796
+3,249
+6% +$143K 0.19% 127
2019
Q2 		$2.81M Buy
+55,547
New +$3.06M 0.25% 107

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's HP Position: Q2 2020 in Review

Kiwi Wealth Investments Limited Partnership sold out of Helmerich & Payne (HP) in Q2 2020, closing a stake of 38,148 shares — an estimated $597K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in HP in Q2 2019 and held it in 4 quarters. The position peaked at $2.81M in Q2 2019. 350 funds tracked by Wall St. Rank hold HP as of Q2 2020.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Helmerich & Payne position as of Q2 2020 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 38,148 Helmerich & Payne shares in Q2 2020, an estimated $597K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Helmerich & Payne in Q2 2019 and held it in 4 quarters.
  • Kiwi Wealth Investments Limited Partnership's Helmerich & Payne position peaked at $2.81M in Q2 2019.
  • 350 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2020.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2020, filed 14 Aug 2020.