SC
HP icon

Stolper & Co’s Helmerich & Payne HP Stock Holding History

Stolper & Co’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
2022
Q2 		– Sell
-79,267
Closed -$3.39M – 83
2022
Q1 		$3.39M Buy
79,267
+13,466
+20% +$464K 1.44% 24
2021
Q4 		$1.56M Sell
65,801
-11,784
-15% -$336K 0.69% 45
2021
Q3 		$2.13M Sell
77,585
-973
-1% -$27.2K 1.02% 31
2021
Q2 		$2.56M Buy
78,558
+1,169
+2% +$34.4K 1.21% 29
2021
Q1 		$2.09M Sell
77,389
-249
-0.3% -$6.88K 1.07% 29
2020
Q4 		$1.8M Sell
77,638
-2,780
-3% -$53.9K 1.01% 32
2020
Q3 		$1.18M Buy
80,418
+4,652
+6% +$81K 0.76% 43
2020
Q2 		$1.48M Sell
75,766
-1,276
-2% -$24.9K 0.97% 37
2020
Q1 		$1.21M Buy
+77,042
New +$2.71M 0.87% 44

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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