EWS
HPQ icon

Evergreen Wealth Solutions’s HP HPQ Stock Holding History

Evergreen Wealth Solutions’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
Q2 		– Sell
-8,615
Closed -$260K – 125
2024
Q1 		$260K Sell
8,615
-430
-5% -$12.7K 0.19% 99
2023
Q4 		$272K Buy
9,045
+1,131
+14% +$31.7K 0.23% 96
2023
Q3 		$203K Sell
7,914
-267
-3% -$8.19K 0.21% 99
2023
Q2 		$251K Buy
8,181
+687
+9% +$20.6K 0.25% 87
2023
Q1 		$220K Sell
7,494
-1,156
-13% -$33.2K 0.25% 93
2022
Q4 		$232K Sell
8,650
-474
-5% -$13.1K 0.31% 83
2022
Q3 		$227K Sell
9,124
-11,702
-56% -$359K 0.32% 86
2022
Q2 		$683K Sell
20,826
-2,386
-10% -$87.6K 0.84% 37
2022
Q1 		$843K Sell
23,212
-1,218
-5% -$45K 0.82% 32
2021
Q4 		$920K Buy
+24,430
New +$799K 0.83% 35

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evergreen Wealth Solutions's HPQ Position: Q2 2024 in Review

Evergreen Wealth Solutions sold out of HP (HPQ) in Q2 2024, closing a stake of 8,615 shares — an estimated $260K sold.

Evergreen Wealth Solutions first reported a position in HPQ in Q4 2021 and held it in 10 quarters. The position peaked at $920K in Q4 2021. 1,158 funds tracked by Wall St. Rank hold HPQ as of Q2 2024.

  • Evergreen Wealth Solutions reported no remaining HP position as of Q2 2024 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 8,615 HP shares in Q2 2024, an estimated $260K.
  • Evergreen Wealth Solutions first reported a position in HP in Q4 2021 and held it in 10 quarters.
  • Evergreen Wealth Solutions's HP position peaked at $920K in Q4 2021.
  • 1,158 funds tracked by Wall St. Rank held HP as of Q2 2024.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2024, filed 14 Aug 2024.