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Loring Wolcott & Coolidge Fiduciary Advisors’s Helmerich & Payne HP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-68
Closed -$2K – 837
2021
Q2 		$2K Buy
+68
New +$2K ﹤0.01% 860
2017
Q4 		– Sell
-9
Closed – – 796
2017
Q3 		$0 Buy
+9
New +$445 ﹤0.01% 833

Other funds holding HP

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HP Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Helmerich & Payne (HP) in Q3 2021, closing a stake of 68 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HP in Q3 2017 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 315 funds tracked by Wall St. Rank hold HP as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Helmerich & Payne position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 68 Helmerich & Payne shares in Q3 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Helmerich & Payne in Q3 2017 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Helmerich & Payne position peaked at $2K in Q2 2021.
  • 315 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.