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Lindbrook Capital’s Helmerich & Payne HP Stock Holding History

Lindbrook Capital’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
2025
Q1 		$40.6K Buy
1,555
+192
+14% +$5.58K ﹤0.01% 1090
2024
Q4 		$43.6K Buy
1,363
+180
+15% +$6.11K ﹤0.01% 875
2024
Q3 		$36K Sell
1,183
-259
-18% -$8.95K ﹤0.01% 971
2024
Q2 		$52.1K Sell
1,442
-256
-15% -$9.84K ﹤0.01% 779
2024
Q1 		$71.4K Buy
1,698
+355
+26% +$13.4K 0.01% 652
2023
Q4 		$48.6K Hold
1,343
– – ﹤0.01% 759
2023
Q3 		$56.6K Hold
1,343
– – 0.01% 642
2023
Q2 		$47.6K Sell
1,343
-249
-16% -$8.49K 0.01% 736
2023
Q1 		$56.9K Buy
1,592
+594
+60% +$25.6K 0.01% 649
2022
Q4 		$49.5K Hold
998
– – 0.01% 699
2022
Q3 		$37K Sell
998
-28
-3% -$1.18K 0.01% 755
2022
Q2 		$44K Sell
1,026
-18
-2% -$836 0.01% 702
2022
Q1 		$45K Buy
1,044
+236
+29% +$8.13K 0.01% 713
2021
Q4 		$19K Hold
808
– – ﹤0.01% 1036
2021
Q3 		$22K Hold
808
– – 0.01% 708
2021
Q2 		$26K Hold
808
– – 0.01% 687
2021
Q1 		$22K Hold
808
– – 0.01% 716
2020
Q4 		$19K Buy
808
+91
+13% +$1.76K ﹤0.01% 701
2020
Q3 		$11K Sell
717
-88
-11% -$1.53K ﹤0.01% 798
2020
Q2 		$16K Buy
+805
New +$15.7K ﹤0.01% 686
2020
Q1 		– Sell
-8
Closed – – 1752
2019
Q4 		$0 Sell
8
-37
-82% -$1.48K ﹤0.01% 1517
2019
Q3 		$2K Sell
45
-354
-89% -$15.6K ﹤0.01% 1263
2019
Q2 		$20K Hold
399
– – 0.01% 699
2019
Q1 		$22K Hold
399
– – 0.01% 661
2018
Q4 		$19K Buy
+399
New +$24.5K 0.01% 635

Other funds holding HP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's HP Position: Q1 2025 in Review

Lindbrook Capital increased its Helmerich & Payne (HP) stake by 14% in Q1 2025, buying an estimated $5.58K and bringing the position to 1,555 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Lindbrook Capital first reported a position in HP in Q4 2018 and has held it in 25 quarters since. The position peaked at $71.4K in Q1 2024. 352 funds tracked by Wall St. Rank hold HP as of Q1 2025.

  • Lindbrook Capital held 1,555 shares of Helmerich & Payne worth $40.6K as of Q1 2025.
  • Lindbrook Capital bought 192 Helmerich & Payne shares in Q1 2025, an estimated $5.58K.
  • Helmerich & Payne made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1090 holding.
  • Lindbrook Capital first reported a position in Helmerich & Payne in Q4 2018 and has held it in 25 quarters since.
  • Lindbrook Capital's Helmerich & Payne position peaked at $71.4K in Q1 2024.
  • 352 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.