Mountain Capital Investment Advisors’s HP HPQ Stock Holding History

Mountain Capital Investment Advisors’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
2023 Q1	–	Sell	-47,339	Closed	-$1.38M	–	75
2022 Q4	$1.38M	Buy	47,339 +3,099	+7%	+$85.8K	0.63%	49
2022 Q3	$1.13M	Buy	44,240 +35	+0.1%	+$1.07K	0.59%	60
2022 Q2	$1.41M	Sell	44,205 -13,554	-23%	-$498K	0.7%	44
2022 Q1	$2.21M	Buy	57,759 +1,410	+3%	+$52.1K	1.04%	21
2021 Q4	$2.21M	Buy	56,349 +10,084	+22%	+$330K	1%	19
2021 Q3	$1.29M	Buy	46,265 +3,420	+8%	+$98.3K	0.68%	45
2021 Q2	$1.28M	Sell	42,845 -6,230	-13%	-$199K	0.59%	39
2021 Q1	$1.62M	Buy	49,075 +7,691	+19%	+$212K	0.81%	31
2020 Q4	$1.07M	Sell	41,384 -10,466	-20%	-$220K	0.64%	45
2020 Q3	$1.03M	Buy	+51,850	New	+$946K	0.66%	58

Other funds holding HPQ

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mountain Capital Investment Advisors's HPQ Position: Q1 2023 in Review

Mountain Capital Investment Advisors sold out of HP (HPQ) in Q1 2023, closing a stake of 47,339 shares — an estimated $1.38M sold.

Mountain Capital Investment Advisors first reported a position in HPQ in Q3 2020 and held it in 10 quarters. The position peaked at $2.21M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold HPQ as of Q1 2023.

Mountain Capital Investment Advisors reported no remaining HP position as of Q1 2023 after selling out during the quarter.
Mountain Capital Investment Advisors sold 47,339 HP shares in Q1 2023, an estimated $1.38M.
Mountain Capital Investment Advisors first reported a position in HP in Q3 2020 and held it in 10 quarters.
Mountain Capital Investment Advisors's HP position peaked at $2.21M in Q4 2021.
1,010 funds tracked by Wall St. Rank held HP as of Q1 2023.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.