LJHT
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Laurie J. Hall Trustee’s Helmerich & Payne HP Stock Holding History

Laurie J. Hall Trustee’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 		– Sell
-55
Closed -$3K – 283
2022
Q4 		$3K Sell
55
-30
-35% -$1.43K ﹤0.01% 273
2022
Q3 		$3K Sell
85
-45
-35% -$1.89K ﹤0.01% 294
2022
Q2 		$6K Hold
130
– – ﹤0.01% 282
2022
Q1 		$6K Hold
130
– – ﹤0.01% 293
2021
Q4 		$3K Hold
130
– – ﹤0.01% 310
2021
Q3 		$4K Sell
130
-70
-35% -$1.95K ﹤0.01% 305
2021
Q2 		$7K Hold
200
– – ﹤0.01% 293
2021
Q1 		$5K Hold
200
– – ﹤0.01% 308
2020
Q4 		$5K Hold
200
– – ﹤0.01% 302
2020
Q3 		$3K Buy
+200
New +$3.48K ﹤0.01% 303
2019
Q4 		$6K Buy
130
+20
+18% +$802 ﹤0.01% 289
2019
Q3 		$4K Hold
110
– – ﹤0.01% 297
2019
Q2 		$6K Hold
110
– – ﹤0.01% 290
2019
Q1 		$6K Hold
110
– – ﹤0.01% 291
2018
Q4 		$6K Sell
110
-60
-35% -$3.68K ﹤0.01% 294
2018
Q3 		$12K Hold
170
– – 0.01% 283
2018
Q2 		$11K Buy
170
+120
+240% +$8.16K 0.01% 292
2018
Q1 		$3K Hold
50
– – ﹤0.01% 336
2017
Q4 		$3K Sell
50
-20
-29% -$1.12K ﹤0.01% 339
2017
Q3 		$3.65K Hold
70
– – ﹤0.01% 287
2017
Q2 		$3.8K Hold
70
– – ﹤0.01% 289
2017
Q1 		$4.7K Hold
70
– – ﹤0.01% 278
2016
Q4 		$6K Buy
+70
New +$4.97K ﹤0.01% 266
2016
Q2 		$5K Buy
70
+40
+133% +$2.47K ﹤0.01% 268
2016
Q1 		$2K Buy
+30
New +$1.59K ﹤0.01% 274

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

Laurie J. Hall Trustee's HP Position: Q1 2023 in Review

Laurie J. Hall Trustee sold out of Helmerich & Payne (HP) in Q1 2023, closing a stake of 55 shares — an estimated $3K sold.

Laurie J. Hall Trustee first reported a position in HP in Q1 2016 and held it in 25 quarters. The position peaked at $12K in Q3 2018. 378 funds tracked by Wall St. Rank hold HP as of Q1 2023.

  • Laurie J. Hall Trustee reported no remaining Helmerich & Payne position as of Q1 2023 after selling out during the quarter.
  • Laurie J. Hall Trustee sold 55 Helmerich & Payne shares in Q1 2023, an estimated $3K.
  • Laurie J. Hall Trustee first reported a position in Helmerich & Payne in Q1 2016 and held it in 25 quarters.
  • Laurie J. Hall Trustee's Helmerich & Payne position peaked at $12K in Q3 2018.
  • 378 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2023, filed 7 Apr 2023.