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Pathstone Family Office’s HP HPQ Stock Holding History

Pathstone Family Office’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 		– Hold
0
– -$3.02K – 1355
2022
Q4 		– Hold
0
– – – 1484

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Family Office's HPQ Position: Q3 2023 in Review

Pathstone Family Office increased its HP (HPQ) stake by 49% in Q3 2023, buying an estimated $532K and bringing the position to 52,676 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #563.

Pathstone Family Office first reported a position in HPQ in Q1 2017 and has held it in 14 quarters since. The position peaked at $3.6M in Q4 2022. 1,007 funds tracked by Wall St. Rank hold HPQ as of Q3 2023.

  • Pathstone Family Office held 52,676 shares of HP worth $1.46M as of Q3 2023.
  • Pathstone Family Office bought 17,327 HP shares in Q3 2023, an estimated $532K.
  • HP made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #563 holding.
  • Pathstone Family Office first reported a position in HP in Q1 2017 and has held it in 14 quarters since.
  • Pathstone Family Office's HP position peaked at $3.6M in Q4 2022.
  • 1,007 funds tracked by Wall St. Rank held HP as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.