Lido Advisors
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Lido Advisors’s Helmerich & Payne HP Stock Holding History

Lido Advisors’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
Q3 		– Sell
-6,594
Closed -$238K – 1509
2024
Q2 		$238K Sell
6,594
-345
-5% -$13.3K ﹤0.01% 1221
2024
Q1 		$292K Buy
6,939
+162
+2% +$6.13K ﹤0.01% 1112
2023
Q4 		$245K Buy
+6,777
New +$262K ﹤0.01% 1125

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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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lido Advisors's HP Position: Q3 2024 in Review

Lido Advisors sold out of Helmerich & Payne (HP) in Q3 2024, closing a stake of 6,594 shares — an estimated $238K sold.

Lido Advisors first reported a position in HP in Q4 2023 and held it in 3 quarters. The position peaked at $292K in Q1 2024. 385 funds tracked by Wall St. Rank hold HP as of Q3 2024.

  • Lido Advisors reported no remaining Helmerich & Payne position as of Q3 2024 after selling out during the quarter.
  • Lido Advisors sold 6,594 Helmerich & Payne shares in Q3 2024, an estimated $238K.
  • Lido Advisors first reported a position in Helmerich & Payne in Q4 2023 and held it in 3 quarters.
  • Lido Advisors's Helmerich & Payne position peaked at $292K in Q1 2024.
  • 385 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2024.

Based on Lido Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.