Lazard Asset Management
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Lazard Asset Management’s Helmerich & Payne HP Stock Holding History

Lazard Asset Management’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
-4,025
Closed -$122K – 2384
2024
Q3 		$122K Sell
4,025
-133
-3% -$4.59K ﹤0.01% 1735
2024
Q2 		$149K Sell
4,158
-125
-3% -$4.81K ﹤0.01% 1640
2024
Q1 		$179K Sell
4,283
-32,643
-88% -$1.24M ﹤0.01% 1338
2023
Q4 		$1.34M Sell
36,926
-67,840
-65% -$2.62M ﹤0.01% 906
2023
Q3 		$4.42M Sell
104,766
-242,160
-70% -$10.1M 0.01% 723
2023
Q2 		$12.3M Buy
346,926
+20,328
+6% +$693K 0.02% 520
2023
Q1 		$11.7M Buy
326,598
+210,081
+180% +$9.06M 0.02% 551
2022
Q4 		$5.77M Sell
116,517
-44,820
-28% -$2.13M 0.01% 686
2022
Q3 		$5.96M Buy
161,337
+46,623
+41% +$1.96M 0.01% 670
2022
Q2 		$4.94M Sell
114,714
-5,198
-4% -$242K 0.01% 739
2022
Q1 		$5.13M Buy
+119,912
New +$4.13M 0.01% 749
2013
Q4 		– Sell
-1,891
Closed -$130K – 1045
2013
Q3 		$130K Sell
1,891
-3,218
-63% -$212K ﹤0.01% 824
2013
Q2 		$319K Buy
+5,109
New +$315K ﹤0.01% 798

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
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

Lazard Asset Management's HP Position: Q4 2024 in Review

Lazard Asset Management sold out of Helmerich & Payne (HP) in Q4 2024, closing a stake of 4,025 shares — an estimated $122K sold.

Lazard Asset Management first reported a position in HP in Q2 2013 and held it in 13 quarters. The position peaked at $12.3M in Q2 2023. 374 funds tracked by Wall St. Rank hold HP as of Q4 2024.

  • Lazard Asset Management reported no remaining Helmerich & Payne position as of Q4 2024 after selling out during the quarter.
  • Lazard Asset Management sold 4,025 Helmerich & Payne shares in Q4 2024, an estimated $122K.
  • Lazard Asset Management first reported a position in Helmerich & Payne in Q2 2013 and held it in 13 quarters.
  • Lazard Asset Management's Helmerich & Payne position peaked at $12.3M in Q2 2023.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2024.

Based on Lazard Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.