SMH
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Sanders Morris Harris’s Helmerich & Payne HP Stock Holding History

Sanders Morris Harris’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
2020
Q1 		– Sell
-9,125
Closed -$414K – 218
2019
Q4 		$414K Hold
9,125
– – 0.09% 179
2019
Q3 		$359K Sell
9,125
-4,800
-34% -$212K 0.09% 179
2019
Q2 		$713K Buy
+13,925
New +$766K 0.19% 116

Other funds holding HP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sanders Morris Harris's HP Position: Q1 2020 in Review

Sanders Morris Harris sold out of Helmerich & Payne (HP) in Q1 2020, closing a stake of 9,125 shares — an estimated $414K sold.

Sanders Morris Harris first reported a position in HP in Q2 2019 and held it in 3 quarters. The position peaked at $713K in Q2 2019. 367 funds tracked by Wall St. Rank hold HP as of Q1 2020.

  • Sanders Morris Harris reported no remaining Helmerich & Payne position as of Q1 2020 after selling out during the quarter.
  • Sanders Morris Harris sold 9,125 Helmerich & Payne shares in Q1 2020, an estimated $414K.
  • Sanders Morris Harris first reported a position in Helmerich & Payne in Q2 2019 and held it in 3 quarters.
  • Sanders Morris Harris's Helmerich & Payne position peaked at $713K in Q2 2019.
  • 367 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2020.

Based on Sanders Morris Harris's 13F filing for Q1 2020, filed 9 Apr 2020.