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Simplicity Solutions’s Helmerich & Payne HP Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-35,765
Closed -$828K – 699
2020
Q4 		$828K Buy
+35,765
New +$693K 0.01% 590
2018
Q3 		– Sell
-14,785
Closed -$943K – 583
2018
Q2 		$943K Sell
14,785
-1,574
-10% -$107K 0.07% 156
2018
Q1 		$1.09M Sell
16,359
-1,259
-7% -$84.9K 0.09% 122
2017
Q4 		$1.14M Buy
+17,618
New +$988K 0.11% 117
2016
Q1 		– Sell
-24,858
Closed -$1.33M – 327
2015
Q4 		$1.33M Buy
+24,858
New +$1.37M 0.16% 185

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Simplicity Solutions's HP Position: Q1 2021 in Review

Simplicity Solutions sold out of Helmerich & Payne (HP) in Q1 2021, closing a stake of 35,765 shares — an estimated $828K sold.

Simplicity Solutions first reported a position in HP in Q4 2015 and held it in 5 quarters. The position peaked at $1.33M in Q4 2015. 330 funds tracked by Wall St. Rank hold HP as of Q1 2021.

  • Simplicity Solutions reported no remaining Helmerich & Payne position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 35,765 Helmerich & Payne shares in Q1 2021, an estimated $828K.
  • Simplicity Solutions first reported a position in Helmerich & Payne in Q4 2015 and held it in 5 quarters.
  • Simplicity Solutions's Helmerich & Payne position peaked at $1.33M in Q4 2015.
  • 330 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.