Security National Bank’s HP HPQ Stock Holding History

Security National Bank’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
2024 Q3	–	Sell	-400	Closed	-$14K	–	288
2024 Q2	$14K	Hold	400	–	–	﹤0.01%	244
2024 Q1	$12.1K	Hold	400	–	–	﹤0.01%	239
2023 Q4	$12K	Buy	+400	New	+$11.2K	﹤0.01%	245

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Security National Bank's HPQ Position: Q3 2024 in Review

Security National Bank sold out of HP (HPQ) in Q3 2024, closing a stake of 400 shares — an estimated $14K sold.

Security National Bank first reported a position in HPQ in Q4 2023 and held it in 3 quarters. The position peaked at $14K in Q2 2024. 1,162 funds tracked by Wall St. Rank hold HPQ as of Q3 2024.

Security National Bank reported no remaining HP position as of Q3 2024 after selling out during the quarter.
Security National Bank sold 400 HP shares in Q3 2024, an estimated $14K.
Security National Bank first reported a position in HP in Q4 2023 and held it in 3 quarters.
Security National Bank's HP position peaked at $14K in Q2 2024.
1,162 funds tracked by Wall St. Rank held HP as of Q3 2024.

Based on Security National Bank's 13F filing for Q3 2024, filed 7 Oct 2024.