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Bourgeon Capital Management’s HP HPQ Stock Holding History

Bourgeon Capital Management’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
2024
Q1 		– Sell
-90
Closed -$2.69K – 219
2023
Q4 		$2.69K Buy
90
+1
+1% +$28 ﹤0.01% 294
2023
Q3 		$2.28K Buy
89
+1
+1% +$31 ﹤0.01% 286
2023
Q2 		$2.7K Buy
88
+1
+1% +$30 ﹤0.01% 289
2023
Q1 		$2.56K Buy
+87
New +$2.5K ﹤0.01% 278

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bourgeon Capital Management's HPQ Position: Q1 2024 in Review

Bourgeon Capital Management sold out of HP (HPQ) in Q1 2024, closing a stake of 90 shares — an estimated $2.69K sold.

Bourgeon Capital Management first reported a position in HPQ in Q1 2023 and held it in 4 quarters. The position peaked at $2.7K in Q2 2023. 1,088 funds tracked by Wall St. Rank hold HPQ as of Q1 2024.

  • Bourgeon Capital Management reported no remaining HP position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 90 HP shares in Q1 2024, an estimated $2.69K.
  • Bourgeon Capital Management first reported a position in HP in Q1 2023 and held it in 4 quarters.
  • Bourgeon Capital Management's HP position peaked at $2.7K in Q2 2023.
  • 1,088 funds tracked by Wall St. Rank held HP as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.