Lake Street Advisors Group’s HP HPQ Stock Holding History

Lake Street Advisors 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
2024 Q4	$2.95M	Buy	89,572 +61,433	+218%	+$2.21M	0.14%	104
2024 Q3	$1.03M	Sell	28,139 -59,589	-68%	-$2.1M	0.05%	212
2024 Q2	$3.1M	Sell	87,728 -2,512	-3%	-$79.7K	0.15%	91
2024 Q1	$2.75M	Buy	90,240 +365	+0.4%	+$10.7K	0.13%	110
2023 Q4	$2.73M	Buy	89,875 +1,107	+1%	+$31K	0.14%	107
2023 Q3	$2.28M	Buy	88,768 +455	+0.5%	+$14K	0.14%	109
2023 Q2	$2.71M	Buy	88,313 +74	+0.1%	+$2.22K	0.15%	97
2023 Q1	$2.59M	Buy	+88,239	New	+$2.53M	0.16%	86
2022 Q3	–	Sell	-10,649	Closed	-$349K	–	352
2022 Q2	$349K	Sell	10,649 -514	-5%	-$18.9K	0.02%	180
2022 Q1	$405K	Buy	+11,163	New	+$412K	0.03%	178

Other funds holding HPQ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

Lake Street Advisors Group's HPQ Position: Q4 2024 in Review

Lake Street Advisors Group increased its HP (HPQ) stake by 218% in Q4 2024, buying an estimated $2.21M and bringing the position to 89,572 shares worth $2.95M. The position accounts for 0.14% of the portfolio, ranked #104.

Lake Street Advisors Group first reported a position in HPQ in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.1M in Q2 2024. 1,179 funds tracked by Wall St. Rank hold HPQ as of Q4 2024.

Lake Street Advisors Group held 89,572 shares of HP worth $2.95M as of Q4 2024.
Lake Street Advisors Group bought 61,433 HP shares in Q4 2024, an estimated $2.21M.
HP made up 0.14% of Lake Street Advisors Group's portfolio in Q4 2024, its #104 holding.
Lake Street Advisors Group first reported a position in HP in Q1 2022 and has held it in 10 quarters since.
Lake Street Advisors Group's HP position peaked at $3.1M in Q2 2024.
1,179 funds tracked by Wall St. Rank held HP as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.