LF
HP icon

Lee Financial’s Helmerich & Payne HP Stock Holding History

Lee Financial’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
Q1 		– Sell
-66
Closed -$2.39K – 458
2023
Q4 		$2.39K Buy
+66
New +$2.55K ﹤0.01% 707
2018
Q3 		– Sell
-2,800
Closed -$179K – 566
2018
Q2 		$179K Hold
2,800
– – 0.04% 168
2018
Q1 		$186K Buy
+2,800
New +$189K 0.05% 159

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Lee Financial's HP Position: Q1 2024 in Review

Lee Financial sold out of Helmerich & Payne (HP) in Q1 2024, closing a stake of 66 shares — an estimated $2.39K sold.

Lee Financial first reported a position in HP in Q1 2018 and held it in 3 quarters. The position peaked at $186K in Q1 2018. 402 funds tracked by Wall St. Rank hold HP as of Q1 2024.

  • Lee Financial reported no remaining Helmerich & Payne position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 66 Helmerich & Payne shares in Q1 2024, an estimated $2.39K.
  • Lee Financial first reported a position in Helmerich & Payne in Q1 2018 and held it in 3 quarters.
  • Lee Financial's Helmerich & Payne position peaked at $186K in Q1 2018.
  • 402 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.