Michael J. Puzo’s HP HPQ Stock Holding History

Michael J. Puzo’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
2015 Q4	–	Sell	-4,129	Closed	-$48K	–	89
2015 Q3	$48K	Buy	4,129 +1,306	+46%	+$17K	0.03%	100
2015 Q2	$38K	Buy	2,823 +440	+18%	+$6.53K	0.02%	109
2015 Q1	$34K	Buy	+2,383	New	+$39.3K	0.02%	116

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Michael J. Puzo's HPQ Position: Q4 2015 in Review

Michael J. Puzo sold out of HP (HPQ) in Q4 2015, closing a stake of 4,129 shares — an estimated $48K sold.

Michael J. Puzo first reported a position in HPQ in Q1 2015 and held it in 3 quarters. The position peaked at $48K in Q3 2015. 811 funds tracked by Wall St. Rank hold HPQ as of Q4 2015.

Michael J. Puzo reported no remaining HP position as of Q4 2015 after selling out during the quarter.
Michael J. Puzo sold 4,129 HP shares in Q4 2015, an estimated $48K.
Michael J. Puzo first reported a position in HP in Q1 2015 and held it in 3 quarters.
Michael J. Puzo's HP position peaked at $48K in Q3 2015.
811 funds tracked by Wall St. Rank held HP as of Q4 2015.

Based on Michael J. Puzo's 13F filing for Q4 2015, filed 12 Feb 2016.