Lee Financial’s HP HPQ Stock Holding History

Lee Financial’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 Q1	–	Sell	-100	Closed	-$3.04K	–	460
2023 Q4	$3.04K	Buy	100 +68	+213%	+$1.9K	﹤0.01%	656
2023 Q3	$831	Hold	32	–	–	﹤0.01%	779
2023 Q2	$992	Hold	32	–	–	﹤0.01%	721
2023 Q1	$948	Sell	32 -13	-29%	-$373	﹤0.01%	738
2022 Q4	$1.21K	Sell	45 -83	-65%	-$2.3K	﹤0.01%	763
2022 Q3	$3K	Sell	128 -118	-48%	-$3.62K	﹤0.01%	622
2022 Q2	$8K	Buy	246 +56	+29%	+$2.06K	﹤0.01%	488
2022 Q1	$7K	Sell	190 -40	-17%	-$1.48K	﹤0.01%	484
2021 Q4	$9K	Buy	230 +40	+21%	+$1.31K	﹤0.01%	516
2021 Q3	$5K	Buy	190 +115	+153%	+$3.3K	﹤0.01%	488
2021 Q2	$2K	Buy	+75	New	+$2.4K	﹤0.01%	579
2021 Q1	–	Sell	-33	Closed	-$1K	–	496
2020 Q4	$1K	Buy	+33	New	+$693	﹤0.01%	458
2019 Q1	–	Sell	-376	Closed	-$8K	–	527
2018 Q4	$8K	Hold	376	–	–	﹤0.01%	314
2018 Q3	$10K	Sell	376 -394	-51%	-$9.52K	﹤0.01%	328
2018 Q2	$18K	Hold	770	–	–	﹤0.01%	365
2018 Q1	$17K	Buy	770 +394	+105%	+$8.9K	﹤0.01%	376
2017 Q4	$8K	Buy	+376	New	+$8K	﹤0.01%	373

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

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

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

Geode Capital Management

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

Primecap Management

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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