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Econ Financial Services’s HP HPQ Stock Holding History

Econ Financial Services’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
Q4 		– Sell
-29,353
Closed -$754K – 74
2023
Q3 		$754K Sell
29,353
-29,529
-50% -$906K 0.55% 46
2023
Q2 		$1.81M Buy
+58,882
New +$1.77M 1.28% 35
2019
Q2 		$316K Buy
15,177
+4,312
+40% +$85.3K 0.44% 49
2019
Q1 		$211K Buy
+10,865
New +$230K 0.32% 50

Other funds holding HPQ

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 Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Econ Financial Services's HPQ Position: Q4 2023 in Review

Econ Financial Services sold out of HP (HPQ) in Q4 2023, closing a stake of 29,353 shares — an estimated $754K sold.

Econ Financial Services first reported a position in HPQ in Q1 2019 and held it in 4 quarters. The position peaked at $1.81M in Q2 2023. 1,103 funds tracked by Wall St. Rank hold HPQ as of Q4 2023.

  • Econ Financial Services reported no remaining HP position as of Q4 2023 after selling out during the quarter.
  • Econ Financial Services sold 29,353 HP shares in Q4 2023, an estimated $754K.
  • Econ Financial Services first reported a position in HP in Q1 2019 and held it in 4 quarters.
  • Econ Financial Services's HP position peaked at $1.81M in Q2 2023.
  • 1,103 funds tracked by Wall St. Rank held HP as of Q4 2023.

Based on Econ Financial Services's 13F filing for Q4 2023, filed 7 Feb 2024.