Zurich Insurance Group’s Helmerich & Payne HP Stock Holding History

Zurich Insurance 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
2018 Q1	–	Sell	-23,043	Closed	-$1.49M	–	545
2017 Q4	$1.49M	Buy	+23,043	New	+$1.29M	0.03%	456
2017 Q3	–	Sell	-22,787	Closed	-$1.24M	–	616
2017 Q2	$1.24M	Buy	+22,787	New	+$1.34M	0.04%	472
2017 Q1	–	Sell	-5,481	Closed	-$424K	–	516
2016 Q4	$424K	Buy	+5,481	New	+$389K	0.01%	453

Other funds holding HP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Zurich Insurance Group's HP Position: Q1 2018 in Review

Zurich Insurance Group sold out of Helmerich & Payne (HP) in Q1 2018, closing a stake of 23,043 shares — an estimated $1.49M sold.

Zurich Insurance Group first reported a position in HP in Q4 2016 and held it in 3 quarters. The position peaked at $1.49M in Q4 2017. 538 funds tracked by Wall St. Rank hold HP as of Q1 2018.

Zurich Insurance Group reported no remaining Helmerich & Payne position as of Q1 2018 after selling out during the quarter.
Zurich Insurance Group sold 23,043 Helmerich & Payne shares in Q1 2018, an estimated $1.49M.
Zurich Insurance Group first reported a position in Helmerich & Payne in Q4 2016 and held it in 3 quarters.
Zurich Insurance Group's Helmerich & Payne position peaked at $1.49M in Q4 2017.
538 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2018.

Based on Zurich Insurance Group's 13F filing for Q1 2018, filed 15 May 2018.