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Houlihan Financial Resource Group’s HP HPQ Stock Holding History

Houlihan Financial Resource Group’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
-27,835
Closed -$836K – 127
2023
Q2 		$836K Buy
+27,835
New +$836K 0.03% 92
2020
Q3 		$8K Buy
+393
New +$7.17K ﹤0.01% 288

Other funds holding HPQ

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

Houlihan Financial Resource Group's HPQ Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of HP (HPQ) in Q3 2023, closing a stake of 27,835 shares — an estimated $836K sold.

Houlihan Financial Resource Group first reported a position in HPQ in Q3 2020 and held it in 2 quarters. The position peaked at $836K in Q2 2023. 1,006 funds tracked by Wall St. Rank hold HPQ as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining HP position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 27,835 HP shares in Q3 2023, an estimated $836K.
  • Houlihan Financial Resource Group first reported a position in HP in Q3 2020 and held it in 2 quarters.
  • Houlihan Financial Resource Group's HP position peaked at $836K in Q2 2023.
  • 1,006 funds tracked by Wall St. Rank held HP as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.