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Institutional & Family Asset Management’s HP HPQ Stock Holding History

Institutional & Family Asset 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
2020
Q4 		– Sell
-200
Closed -$1K – 893
2020
Q3 		$1K Buy
+200
New +$3.65K ﹤0.01% 789

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's HPQ Position: Q2 2024 in Review

Institutional & Family Asset Management increased its HP (HPQ) stake by 0.92% in Q2 2024, buying an estimated $222 and bringing the position to 767 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Institutional & Family Asset Management first reported a position in HPQ in Q1 2018 and has held it in 26 quarters since. The position peaked at $118K in Q1 2018. 1,160 funds tracked by Wall St. Rank hold HPQ as of Q2 2024.

  • Institutional & Family Asset Management held 767 shares of HP worth $26.9K as of Q2 2024.
  • Institutional & Family Asset Management bought 7 HP shares in Q2 2024, an estimated $222.
  • HP made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #299 holding.
  • Institutional & Family Asset Management first reported a position in HP in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's HP position peaked at $118K in Q1 2018.
  • 1,160 funds tracked by Wall St. Rank held HP as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.