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

Prelude 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
2017
Q3 		– Sell
-10,000
Closed -$543K – 1745
2017
Q2 		$543K Hold
10,000
– – 0.05% 318
2017
Q1 		$666K Hold
10,000
– – 0.06% 300
2016
Q4 		$774K Buy
+10,000
New +$710K 0.09% 248

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Dimensional Fund Advisors
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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

Prelude Capital Management's HP Position: Q3 2024 in Review

Prelude Capital Management sold out of Helmerich & Payne (HP) in Q3 2024, closing a stake of 11,396 shares — an estimated $412K sold.

Prelude Capital Management first reported a position in HP in Q3 2013 and held it in 17 quarters. The position peaked at $1.25M in Q1 2024. 385 funds tracked by Wall St. Rank hold HP as of Q3 2024.

  • Prelude Capital Management reported no remaining Helmerich & Payne position as of Q3 2024 after selling out during the quarter.
  • Prelude Capital Management sold 11,396 Helmerich & Payne shares in Q3 2024, an estimated $412K.
  • Prelude Capital Management first reported a position in Helmerich & Payne in Q3 2013 and held it in 17 quarters.
  • Prelude Capital Management's Helmerich & Payne position peaked at $1.25M in Q1 2024.
  • 385 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2024.

Based on Prelude Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.