MWM
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Moran Wealth Management’s Helmerich & Payne HP Stock Holding History

Moran Wealth 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
2024
Q3 		– Sell
-65,545
Closed -$2.37M – 415
2024
Q2 		$2.37M Buy
65,545
+669
+1% +$25.7K 0.08% 240
2024
Q1 		$2.73M Buy
64,876
+4,677
+8% +$177K 0.09% 233
2023
Q4 		$2.18M Buy
60,199
+1,243
+2% +$48.1K 0.08% 245
2023
Q3 		$2.49M Buy
58,956
+395
+0.7% +$16.5K 0.1% 202
2023
Q2 		$2.08M Buy
58,561
+2,352
+4% +$80.2K 0.08% 225
2023
Q1 		$2.01M Buy
56,209
+16,625
+42% +$717K 0.08% 219
2022
Q4 		$1.96M Buy
+39,584
New +$1.88M 0.07% 215

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Moran Wealth Management's HP Position: Q3 2024 in Review

Moran Wealth Management sold out of Helmerich & Payne (HP) in Q3 2024, closing a stake of 65,545 shares — an estimated $2.37M sold.

Moran Wealth Management first reported a position in HP in Q4 2022 and held it in 7 quarters. The position peaked at $2.73M in Q1 2024. 385 funds tracked by Wall St. Rank hold HP as of Q3 2024.

  • Moran Wealth Management reported no remaining Helmerich & Payne position as of Q3 2024 after selling out during the quarter.
  • Moran Wealth Management sold 65,545 Helmerich & Payne shares in Q3 2024, an estimated $2.37M.
  • Moran Wealth Management first reported a position in Helmerich & Payne in Q4 2022 and held it in 7 quarters.
  • Moran Wealth Management's Helmerich & Payne position peaked at $2.73M in Q1 2024.
  • 385 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2024.

Based on Moran Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.