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Sargent Bickham Lagudis’s Helmerich & Payne HP Stock Holding History

Sargent Bickham Lagudis’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
2019
Q3 		– Sell
-149
Closed -$8K – 740
2019
Q2 		$8K Sell
149
-149
-50% -$8.2K ﹤0.01% 612
2019
Q1 		$17K Hold
298
– – ﹤0.01% 537
2018
Q4 		$14K Buy
+298
New +$18.3K ﹤0.01% 540

Other funds holding HP

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sargent Bickham Lagudis's HP Position: Q3 2019 in Review

Sargent Bickham Lagudis sold out of Helmerich & Payne (HP) in Q3 2019, closing a stake of 149 shares — an estimated $8K sold.

Sargent Bickham Lagudis first reported a position in HP in Q4 2018 and held it in 3 quarters. The position peaked at $17K in Q1 2019. 448 funds tracked by Wall St. Rank hold HP as of Q3 2019.

  • Sargent Bickham Lagudis reported no remaining Helmerich & Payne position as of Q3 2019 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 149 Helmerich & Payne shares in Q3 2019, an estimated $8K.
  • Sargent Bickham Lagudis first reported a position in Helmerich & Payne in Q4 2018 and held it in 3 quarters.
  • Sargent Bickham Lagudis's Helmerich & Payne position peaked at $17K in Q1 2019.
  • 448 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2019.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2019, filed 14 Sep 2021.