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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
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 $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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 $1.89T AUM 35.08% 1-Year Est. Return

Lee Financial's HPQ Position: Q1 2024 in Review

Lee Financial sold out of HP (HPQ) in Q1 2024, closing a stake of 100 shares — an estimated $3.04K sold.

Lee Financial first reported a position in HPQ in Q4 2017 and held it in 17 quarters. The position peaked at $18K in Q2 2018. 1,088 funds tracked by Wall St. Rank hold HPQ as of Q1 2024.

  • Lee Financial reported no remaining HP position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 100 HP shares in Q1 2024, an estimated $3.04K.
  • Lee Financial first reported a position in HP in Q4 2017 and held it in 17 quarters.
  • Lee Financial's HP position peaked at $18K in Q2 2018.
  • 1,088 funds tracked by Wall St. Rank held HP as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.