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Berman Capital Advisors’s HP HPQ Stock Holding History

Berman Capital Advisors’s Portfolio HPQ Stock Details HPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$125K Buy
4,600
+2,047
+80% +$58.8K 0.02% 378
2021
Q2 		$76K Buy
2,553
+252
+11% +$8.05K 0.01% 446
2021
Q1 		$72K Buy
2,301
+993
+76% +$27.4K 0.02% 371
2020
Q4 		$32K Sell
1,308
-290
-18% -$6.09K 0.01% 536
2020
Q3 		$30K Buy
1,598
+478
+43% +$8.72K 0.01% 475
2020
Q2 		$19K Sell
1,120
-2,409
-68% -$38.3K 0.01% 556
2020
Q1 		$60K Buy
3,529
+550
+18% +$11.1K 0.02% 261
2019
Q4 		$60K Buy
2,979
+1,265
+74% +$24K 0.02% 292
2019
Q3 		$32K Sell
1,714
-320
-16% -$6.29K 0.01% 389
2019
Q2 		$42K Buy
2,034
+1,609
+379% +$31.8K 0.01% 336
2019
Q1 		$8K Sell
425
-318
-43% -$6.74K ﹤0.01% 724
2018
Q4 		$14K Buy
+743
New +$17.3K 0.01% 448

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Berman Capital Advisors's HPQ Position: Q3 2021 in Review

Berman Capital Advisors increased its HP (HPQ) stake by 80% in Q3 2021, buying an estimated $58.8K and bringing the position to 4,600 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #378.

Berman Capital Advisors first reported a position in HPQ in Q4 2018 and has held it in 12 quarters since. 970 funds tracked by Wall St. Rank hold HPQ as of Q3 2021.

  • Berman Capital Advisors held 4,600 shares of HP worth $125K as of Q3 2021.
  • Berman Capital Advisors bought 2,047 HP shares in Q3 2021, an estimated $58.8K.
  • HP made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #378 holding.
  • Berman Capital Advisors first reported a position in HP in Q4 2018 and has held it in 12 quarters since.
  • 970 funds tracked by Wall St. Rank held HP as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.