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Steward Financial Group’s Helmerich & Payne HP Stock Holding History

Steward Financial Group’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
Q3 		$4K Buy
+95
New +$3.97K ﹤0.01% 727
2022
Q3 		– Sell
-63
Closed -$2K – 634
2022
Q2 		$2K Buy
+63
New +$2.93K ﹤0.01% 565

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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Financial Group's HP Position: Q3 2023 in Review

Steward Financial Group opened a new position in Helmerich & Payne (HP) in Q3 2023: 95 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HP as recently as Q2 2022.

Steward Financial Group first reported a position in HP in Q2 2022 and has held it in 2 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q3 2023.

  • Steward Financial Group held 95 shares of Helmerich & Payne worth $4K as of Q3 2023.
  • Helmerich & Payne was a new Steward Financial Group position in Q3 2023.
  • Helmerich & Payne made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #727 holding.
  • Steward Financial Group first reported a position in Helmerich & Payne in Q2 2022 and has held it in 2 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.