PVH
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Psagot Value Holdings’s Helmerich & Payne HP Stock Holding History

Psagot Value Holdings’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
Q4 		– Sell
-172
Closed -$8K – 568
2023
Q3 		$8K Buy
172
+125
+266% +$5.22K ﹤0.01% 336
2023
Q2 		$2K Buy
+47
New +$1.6K ﹤0.01% 451

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Psagot Value Holdings's HP Position: Q4 2023 in Review

Psagot Value Holdings sold out of Helmerich & Payne (HP) in Q4 2023, closing a stake of 172 shares — an estimated $8K sold.

Psagot Value Holdings first reported a position in HP in Q2 2023 and held it in 2 quarters. The position peaked at $8K in Q3 2023. 392 funds tracked by Wall St. Rank hold HP as of Q4 2023.

  • Psagot Value Holdings reported no remaining Helmerich & Payne position as of Q4 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 172 Helmerich & Payne shares in Q4 2023, an estimated $8K.
  • Psagot Value Holdings first reported a position in Helmerich & Payne in Q2 2023 and held it in 2 quarters.
  • Psagot Value Holdings's Helmerich & Payne position peaked at $8K in Q3 2023.
  • 392 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2023.

Based on Psagot Value Holdings's 13F filing for Q4 2023, filed 8 Feb 2024.