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O'Neil Global Advisors’s Helmerich & Payne HP Stock Holding History

O'Neil Global 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
2023
Q1 		– Sell
-9,806
Closed -$486K – 74
2022
Q4 		$486K Buy
+9,806
New +$467K 2.24% 15

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State Street
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AllianceBernstein
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

O'Neil Global Advisors's HP Position: Q1 2023 in Review

O'Neil Global Advisors sold out of Helmerich & Payne (HP) in Q1 2023, closing a stake of 9,806 shares — an estimated $486K sold.

O'Neil Global Advisors first reported a position in HP in Q4 2022 and held it in 1 quarter. The position peaked at $486K in Q4 2022. 378 funds tracked by Wall St. Rank hold HP as of Q1 2023.

  • O'Neil Global Advisors reported no remaining Helmerich & Payne position as of Q1 2023 after selling out during the quarter.
  • O'Neil Global Advisors sold 9,806 Helmerich & Payne shares in Q1 2023, an estimated $486K.
  • O'Neil Global Advisors first reported a position in Helmerich & Payne in Q4 2022 and held it in 1 quarter.
  • O'Neil Global Advisors's Helmerich & Payne position peaked at $486K in Q4 2022.
  • 378 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2023.

Based on O'Neil Global Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.