WCM
HP icon

Weld Capital Management’s Helmerich & Payne HP Stock Holding History

Weld Capital Management’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
2019
Q4 		– Sell
-22,044
Closed -$883K – 747
2019
Q3 		$883K Buy
+22,044
New +$972K 0.16% 196
2019
Q1 		– Sell
-7,010
Closed -$336K – 750
2018
Q4 		$336K Buy
+7,010
New +$430K 0.08% 460

Other funds holding HP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Weld Capital Management's HP Position: Q4 2019 in Review

Weld Capital Management sold out of Helmerich & Payne (HP) in Q4 2019, closing a stake of 22,044 shares — an estimated $883K sold.

Weld Capital Management first reported a position in HP in Q4 2018 and held it in 2 quarters. The position peaked at $883K in Q3 2019. 444 funds tracked by Wall St. Rank hold HP as of Q4 2019.

  • Weld Capital Management reported no remaining Helmerich & Payne position as of Q4 2019 after selling out during the quarter.
  • Weld Capital Management sold 22,044 Helmerich & Payne shares in Q4 2019, an estimated $883K.
  • Weld Capital Management first reported a position in Helmerich & Payne in Q4 2018 and held it in 2 quarters.
  • Weld Capital Management's Helmerich & Payne position peaked at $883K in Q3 2019.
  • 444 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.