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Evercore Wealth Management’s HP HPQ Stock Holding History

Evercore Wealth 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
2018
Q4 		– Sell
-12,700
Closed -$327K – 392
2018
Q3 		$327K Hold
12,700
– – 0.01% 332
2018
Q2 		$288K Buy
+12,700
New +$283K 0.01% 333
2018
Q1 		– Sell
-4,793
Closed -$101K – 539
2017
Q4 		$101K Sell
4,793
-2,000
-29% -$42.5K ﹤0.01% 460
2017
Q3 		$136K Hold
6,793
– – 0.01% 415
2017
Q2 		$119K Buy
6,793
+836
+14% +$15.3K ﹤0.01% 439
2017
Q1 		$107K Sell
5,957
-569
-9% -$9.21K ﹤0.01% 467
2016
Q4 		$97K Buy
6,526
+148
+2% +$2.24K ﹤0.01% 501
2016
Q3 		$99K Buy
6,378
+2,000
+46% +$28.5K ﹤0.01% 485
2016
Q2 		$55K Buy
4,378
+43
+1% +$535 ﹤0.01% 562
2016
Q1 		$53K Buy
4,335
+34
+0.8% +$364 ﹤0.01% 553
2015
Q4 		$51K Sell
4,301
-8,471
-66% -$108K ﹤0.01% 592
2015
Q3 		$148K Sell
12,772
-341
-3% -$4.43K 0.01% 432
2015
Q2 		$179K Sell
13,113
-7,407
-36% -$110K 0.01% 435
2015
Q1 		$290K Buy
20,520
+7,057
+52% +$116K 0.01% 357
2014
Q4 		$245K Buy
13,463
+645
+5% +$10.8K 0.01% 327
2014
Q3 		$206K Sell
12,818
-704
-5% -$11.4K 0.01% 391
2014
Q2 		$207K Buy
13,522
+530
+4% +$7.97K 0.01% 381
2014
Q1 		$191K Buy
12,992
+220
+2% +$2.96K 0.01% 384
2013
Q4 		$162K Sell
12,772
-431
-3% -$4.95K 0.01% 386
2013
Q3 		$126K Sell
13,203
-1,771
-12% -$19.6K 0.01% 456
2013
Q2 		$169K Buy
+14,974
New +$153K 0.01% 421

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evercore Wealth Management's HPQ Position: Q4 2018 in Review

Evercore Wealth Management sold out of HP (HPQ) in Q4 2018, closing a stake of 12,700 shares — an estimated $327K sold.

Evercore Wealth Management first reported a position in HPQ in Q2 2013 and held it in 21 quarters. The position peaked at $327K in Q3 2018. 998 funds tracked by Wall St. Rank hold HPQ as of Q4 2018.

  • Evercore Wealth Management reported no remaining HP position as of Q4 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 12,700 HP shares in Q4 2018, an estimated $327K.
  • Evercore Wealth Management first reported a position in HP in Q2 2013 and held it in 21 quarters.
  • Evercore Wealth Management's HP position peaked at $327K in Q3 2018.
  • 998 funds tracked by Wall St. Rank held HP as of Q4 2018.

Based on Evercore Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.