Kaizen Advisory’s HP HPQ Stock Holding History

Kaizen Advisory’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	$87K	Buy	4,254 +133	+3%	+$3.1K	0.06%	244
2018 Q3	$106K	Hold	4,121	–	–	0.06%	220
2018 Q2	$94K	Buy	4,121 +2,504	+155%	+$55.8K	0.05%	234
2018 Q1	$35K	Hold	1,617	–	–	0.03%	245
2017 Q4	$34K	Buy	+1,617	New	+$34.4K	0.02%	240

Other funds holding HPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Advisory's HPQ Position: Q4 2018 in Review

Kaizen Advisory increased its HP (HPQ) stake by 3.2% in Q4 2018, buying an estimated $3.1K and bringing the position to 4,254 shares worth $87K. The position accounts for 0.06% of the portfolio, ranked #244.

Kaizen Advisory first reported a position in HPQ in Q4 2017 and has held it in 5 quarters since. The position peaked at $106K in Q3 2018. 998 funds tracked by Wall St. Rank hold HPQ as of Q4 2018.

Kaizen Advisory held 4,254 shares of HP worth $87K as of Q4 2018.
Kaizen Advisory bought 133 HP shares in Q4 2018, an estimated $3.1K.
HP made up 0.06% of Kaizen Advisory's portfolio in Q4 2018, its #244 holding.
Kaizen Advisory first reported a position in HP in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's HP position peaked at $106K in Q3 2018.
998 funds tracked by Wall St. Rank held HP as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.