Sierra Ocean’s Helmerich & Payne HP Stock Holding History

Sierra Ocean’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
2025 Q1	–	Sell	-183	Closed	-$5.86K	–	1082
2024 Q4	$5.86K	Buy	+183	New	+$6.21K	﹤0.01%	541

Other funds holding HP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sierra Ocean's HP Position: Q1 2025 in Review

Sierra Ocean sold out of Helmerich & Payne (HP) in Q1 2025, closing a stake of 183 shares — an estimated $5.86K sold.

Sierra Ocean first reported a position in HP in Q4 2024 and held it in 1 quarter. The position peaked at $5.86K in Q4 2024. 351 funds tracked by Wall St. Rank hold HP as of Q1 2025.

Sierra Ocean reported no remaining Helmerich & Payne position as of Q1 2025 after selling out during the quarter.
Sierra Ocean sold 183 Helmerich & Payne shares in Q1 2025, an estimated $5.86K.
Sierra Ocean first reported a position in Helmerich & Payne in Q4 2024 and held it in 1 quarter.
Sierra Ocean's Helmerich & Payne position peaked at $5.86K in Q4 2024.
351 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2025.

Based on Sierra Ocean's 13F filing for Q1 2025, filed 29 Apr 2025.