LifePlan Financial Group’s HP HPQ Stock Holding History

LifePlan Financial 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
2020 Q1	–	Sell	-65	Closed	-$1K	–	560
2019 Q4	$1K	Buy	+65	New	+$1.23K	﹤0.01%	529
2019 Q2	–	Sell	-108	Closed	-$2K	–	555
2019 Q1	$2K	Sell	108 -100	-48%	-$2.12K	﹤0.01%	511
2018 Q4	$4K	Hold	208	–	–	﹤0.01%	458
2018 Q3	$5K	Buy	208 +108	+108%	+$2.61K	﹤0.01%	444
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	485
2018 Q1	$2K	Buy	+100	New	+$2.26K	﹤0.01%	472
2014 Q2	–	Sell	-220	Closed	-$3K	–	124
2014 Q1	$3K	Hold	220	–	–	﹤0.01%	221
2013 Q4	$3K	Hold	220	–	–	﹤0.01%	209
2013 Q3	$2K	Hold	220	–	–	﹤0.01%	194
2013 Q2	$2K	Buy	+220	New	+$2.25K	﹤0.01%	169

Other funds holding HPQ

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

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

LifePlan Financial Group's HPQ Position: Q1 2020 in Review

LifePlan Financial Group sold out of HP (HPQ) in Q1 2020, closing a stake of 65 shares — an estimated $1K sold.

LifePlan Financial Group first reported a position in HPQ in Q2 2013 and held it in 10 quarters. The position peaked at $5K in Q3 2018. 860 funds tracked by Wall St. Rank hold HPQ as of Q1 2020.

LifePlan Financial Group reported no remaining HP position as of Q1 2020 after selling out during the quarter.
LifePlan Financial Group sold 65 HP shares in Q1 2020, an estimated $1K.
LifePlan Financial Group first reported a position in HP in Q2 2013 and held it in 10 quarters.
LifePlan Financial Group's HP position peaked at $5K in Q3 2018.
860 funds tracked by Wall St. Rank held HP as of Q1 2020.

Based on LifePlan Financial Group's 13F filing for Q1 2020, filed 6 Apr 2020.