Sageworth Trust Company of South Dakota’s Helmerich & Payne HP Stock Holding History

Sageworth Trust Company of South Dakota’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 Q2	–	Sell	-31	Closed	-$1.11K	–	117
2023 Q1	$1.11K	Sell	31 -31	-50%	-$1.34K	﹤0.01%	215
2022 Q4	$3K	Hold	62	–	–	0.01%	189
2022 Q3	$2K	Sell	62 -21	-25%	-$883	﹤0.01%	194
2022 Q2	$4K	Buy	83 +62	+295%	+$2.88K	0.01%	248
2022 Q1	$1K	Sell	21 -98	-82%	-$3.38K	﹤0.01%	520
2021 Q4	$3K	Buy	+119	New	+$3.39K	﹤0.01%	602

Other funds holding HP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sageworth Trust Company of South Dakota's HP Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of Helmerich & Payne (HP) in Q2 2023, closing a stake of 31 shares — an estimated $1.11K sold.

Sageworth Trust Company of South Dakota first reported a position in HP in Q4 2021 and held it in 6 quarters. The position peaked at $4K in Q2 2022. 364 funds tracked by Wall St. Rank hold HP as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining Helmerich & Payne position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 31 Helmerich & Payne shares in Q2 2023, an estimated $1.11K.
Sageworth Trust Company of South Dakota first reported a position in Helmerich & Payne in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's Helmerich & Payne position peaked at $4K in Q2 2022.
364 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.