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Monument Capital Management’s Helmerich & Payne HP Stock Holding History

Monument Capital Management’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 		– Sell
-9,372
Closed -$300K – 209
2024
Q4 		$300K Buy
+9,372
New +$318K 0.08% 159
2024
Q3 		– Sell
-6,428
Closed -$232K – 202
2024
Q2 		$232K Buy
+6,428
New +$247K 0.07% 158

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
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
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

Monument Capital Management's HP Position: Q1 2025 in Review

Monument Capital Management sold out of Helmerich & Payne (HP) in Q1 2025, closing a stake of 9,372 shares — an estimated $300K sold.

Monument Capital Management first reported a position in HP in Q2 2024 and held it in 2 quarters. The position peaked at $300K in Q4 2024. 351 funds tracked by Wall St. Rank hold HP as of Q1 2025.

  • Monument Capital Management reported no remaining Helmerich & Payne position as of Q1 2025 after selling out during the quarter.
  • Monument Capital Management sold 9,372 Helmerich & Payne shares in Q1 2025, an estimated $300K.
  • Monument Capital Management first reported a position in Helmerich & Payne in Q2 2024 and held it in 2 quarters.
  • Monument Capital Management's Helmerich & Payne position peaked at $300K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2025.

Based on Monument Capital Management's 13F filing for Q1 2025, filed 25 Apr 2025.