LifePlan Financial Group’s Helmerich & Payne HP Stock Holding History

LifePlan Financial Group’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
2020 Q3	$16K	Hold	1,115	–	–	0.01%	363
2020 Q2	$22K	Hold	1,115	–	–	0.01%	323
2020 Q1	$17K	Hold	1,115	–	–	0.01%	334
2019 Q4	$51K	Hold	1,115	–	–	0.02%	245
2019 Q3	$45K	Hold	1,115	–	–	0.02%	258
2019 Q2	$56K	Hold	1,115	–	–	0.03%	231
2019 Q1	$62K	Hold	1,115	–	–	0.03%	220
2018 Q4	$53K	Hold	1,115	–	–	0.03%	223
2018 Q3	$77K	Hold	1,115	–	–	0.04%	205
2018 Q2	$71K	Hold	1,115	–	–	0.04%	210
2018 Q1	$74K	Buy	+1,115	New	+$75.2K	0.04%	193

Other funds holding HP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LifePlan Financial Group's HP Position: Q3 2020 in Review

LifePlan Financial Group held its Helmerich & Payne (HP) position steady in Q3 2020 at 1,115 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #363.

LifePlan Financial Group first reported a position in HP in Q1 2018 and has held it in 11 quarters since. The position peaked at $77K in Q3 2018. 313 funds tracked by Wall St. Rank hold HP as of Q3 2020.

LifePlan Financial Group held 1,115 shares of Helmerich & Payne worth $16K as of Q3 2020.
LifePlan Financial Group left its Helmerich & Payne share count unchanged in Q3 2020.
Helmerich & Payne made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #363 holding.
LifePlan Financial Group first reported a position in Helmerich & Payne in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Helmerich & Payne position peaked at $77K in Q3 2018.
313 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.