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Moody Aldrich Partners’s Helmerich & Payne HP Stock Holding History

Moody Aldrich Partners’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
Q1 		– Sell
-89,685
Closed -$3.25M – 227
2023
Q4 		$3.25M Sell
89,685
-53,639
-37% -$2.07M 0.58% 75
2023
Q3 		$6.04M Buy
143,324
+6,768
+5% +$283K 1.14% 29
2023
Q2 		$4.84M Buy
136,556
+41,938
+44% +$1.43M 0.94% 38
2023
Q1 		$3.38M Sell
94,618
-52,764
-36% -$2.28M 0.68% 63
2022
Q4 		$7.31M Buy
+147,382
New +$7.02M 1.48% 16
2021
Q3 		– Sell
-23,560
Closed -$769K – 175
2021
Q2 		$769K Sell
23,560
-16,713
-41% -$492K 0.11% 121
2021
Q1 		$1.09M Buy
40,273
+8,388
+26% +$232K 0.16% 119
2020
Q4 		$738K Buy
+31,885
New +$618K 0.12% 126

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Moody Aldrich Partners's HP Position: Q1 2024 in Review

Moody Aldrich Partners sold out of Helmerich & Payne (HP) in Q1 2024, closing a stake of 89,685 shares — an estimated $3.25M sold.

Moody Aldrich Partners first reported a position in HP in Q4 2020 and held it in 8 quarters. The position peaked at $7.31M in Q4 2022. 402 funds tracked by Wall St. Rank hold HP as of Q1 2024.

  • Moody Aldrich Partners reported no remaining Helmerich & Payne position as of Q1 2024 after selling out during the quarter.
  • Moody Aldrich Partners sold 89,685 Helmerich & Payne shares in Q1 2024, an estimated $3.25M.
  • Moody Aldrich Partners first reported a position in Helmerich & Payne in Q4 2020 and held it in 8 quarters.
  • Moody Aldrich Partners's Helmerich & Payne position peaked at $7.31M in Q4 2022.
  • 402 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2024.

Based on Moody Aldrich Partners's 13F filing for Q1 2024, filed 30 Apr 2024.