Lyons Wealth Management’s HP HPQ Stock Holding History

Lyons Wealth Management’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
2019 Q1	–	Sell	-28,013	Closed	-$573K	–	27
2018 Q4	$573K	Sell	28,013 -2,496	-8%	-$58.2K	1.87%	25
2018 Q3	$785K	Sell	30,509 -4,455	-13%	-$108K	1.55%	27
2018 Q2	$796K	Buy	+34,964	New	+$780K	1.14%	24
2015 Q1	–	Sell	-65,029	Closed	-$1.19M	–	69
2014 Q4	$1.19M	Buy	+65,029	New	+$1.09M	1.24%	12
2013 Q4	–	Sell	-29,956	Closed	-$284K	–	75
2013 Q3	$284K	Buy	+29,956	New	+$331K	0.26%	50

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lyons Wealth Management's HPQ Position: Q1 2019 in Review

Lyons Wealth Management sold out of HP (HPQ) in Q1 2019, closing a stake of 28,013 shares — an estimated $573K sold.

Lyons Wealth Management first reported a position in HPQ in Q3 2013 and held it in 5 quarters. The position peaked at $1.19M in Q4 2014. 946 funds tracked by Wall St. Rank hold HPQ as of Q1 2019.

Lyons Wealth Management reported no remaining HP position as of Q1 2019 after selling out during the quarter.
Lyons Wealth Management sold 28,013 HP shares in Q1 2019, an estimated $573K.
Lyons Wealth Management first reported a position in HP in Q3 2013 and held it in 5 quarters.
Lyons Wealth Management's HP position peaked at $1.19M in Q4 2014.
946 funds tracked by Wall St. Rank held HP as of Q1 2019.

Based on Lyons Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.