Disciplined Investments’s HP HPQ Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-473	Closed	-$14.5K	–	741
2023 Q2	$14.5K	Sell	473 -7	-1%	-$210	0.01%	302
2023 Q1	$14.1K	Buy	480 +27	+6%	+$775	0.01%	331
2022 Q4	$12.2K	Sell	453 -29	-6%	-$803	0.01%	307
2022 Q3	$12K	Sell	482 -7	-1%	-$215	0.01%	354
2022 Q2	$16K	Buy	489 +10	+2%	+$367	0.01%	341
2022 Q1	$17K	Sell	479 -321	-40%	-$11.9K	0.01%	347
2021 Q4	$30K	Buy	800 +400	+100%	+$13.1K	0.01%	258
2021 Q3	$11K	Hold	400	–	–	0.01%	301
2021 Q2	$12K	Sell	400 -524	-57%	-$16.7K	0.01%	293
2021 Q1	$29K	Sell	924 -567	-38%	-$15.6K	0.02%	207
2020 Q4	$37K	Hold	1,491	–	–	0.02%	167
2020 Q3	$28K	Hold	1,491	–	–	0.02%	198
2020 Q2	$26K	Hold	1,491	–	–	0.02%	206
2020 Q1	$26K	Buy	1,491 +567	+61%	+$11.5K	0.02%	199
2019 Q4	$19K	Buy	+924	New	+$17.5K	0.02%	244

Other funds holding HPQ

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

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return