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Kula Investments’s Helmerich & Payne HP Stock Holding History

Kula Investments’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
Q1 		$739K Buy
20,663
+12,449
+152% +$537K 0.18% 203
2022
Q4 		$407K Buy
+8,214
New +$391K 0.12% 282

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kula Investments's HP Position: Q1 2023 in Review

Kula Investments increased its Helmerich & Payne (HP) stake by 152% in Q1 2023, buying an estimated $537K and bringing the position to 20,663 shares worth $739K. The position accounts for 0.18% of the portfolio, ranked #203.

Kula Investments first reported a position in HP in Q4 2022 and has held it in 2 quarters since. 378 funds tracked by Wall St. Rank hold HP as of Q1 2023.

  • Kula Investments held 20,663 shares of Helmerich & Payne worth $739K as of Q1 2023.
  • Kula Investments bought 12,449 Helmerich & Payne shares in Q1 2023, an estimated $537K.
  • Helmerich & Payne made up 0.18% of Kula Investments's portfolio in Q1 2023, its #203 holding.
  • Kula Investments first reported a position in Helmerich & Payne in Q4 2022 and has held it in 2 quarters since.
  • 378 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.