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Sun Life Financial’s Helmerich & Payne HP Stock Holding History

Sun Life Financial’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
2020
Q2 		– Sell
-65
Closed -$1K – 471
2020
Q1 		$1K Buy
65
+1
+2% +$35 ﹤0.01% 459
2019
Q4 		$3K Sell
64
-26
-29% -$1.04K ﹤0.01% 449
2019
Q3 		$4K Buy
90
+1
+1% +$44 ﹤0.01% 593
2019
Q2 		$5K Sell
89
-97
-52% -$5.34K ﹤0.01% 584
2019
Q1 		$10K Sell
186
-116
-38% -$6.32K ﹤0.01% 589
2018
Q4 		$14K Buy
302
+4
+1% +$246 ﹤0.01% 593
2018
Q3 		$20K Buy
298
+2
+0.7% +$128 ﹤0.01% 590
2018
Q2 		$19K Buy
296
+263
+797% +$17.9K ﹤0.01% 592
2018
Q1 		$499 Sell
33
-204
-86% -$13.8K ﹤0.01% 434
2017
Q4 		$15K Sell
237
-557
-70% -$31.2K ﹤0.01% 460
2017
Q3 		$41K Sell
794
-26
-3% -$1.29K ﹤0.01% 468
2017
Q2 		$45K Buy
820
+816
+20,400% +$47.8K ﹤0.01% 459
2017
Q1 		$59 Hold
4
– – ﹤0.01% 493
2016
Q4 		$57 Buy
+4
New +$284 ﹤0.01% 447

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sun Life Financial's HP Position: Q2 2020 in Review

Sun Life Financial sold out of Helmerich & Payne (HP) in Q2 2020, closing a stake of 65 shares — an estimated $1K sold.

Sun Life Financial first reported a position in HP in Q4 2016 and held it in 14 quarters. The position peaked at $45K in Q2 2017. 349 funds tracked by Wall St. Rank hold HP as of Q2 2020.

  • Sun Life Financial reported no remaining Helmerich & Payne position as of Q2 2020 after selling out during the quarter.
  • Sun Life Financial sold 65 Helmerich & Payne shares in Q2 2020, an estimated $1K.
  • Sun Life Financial first reported a position in Helmerich & Payne in Q4 2016 and held it in 14 quarters.
  • Sun Life Financial's Helmerich & Payne position peaked at $45K in Q2 2017.
  • 349 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2020.

Based on Sun Life Financial's 13F filing for Q2 2020, filed 12 Aug 2020.