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Steward Financial Group’s HP HPQ Stock Holding History

Steward Financial Group’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
Q3 		$6K Buy
+245
New +$7.52K ﹤0.01% 545
2023
Q2 		– Sell
-255
Closed -$7K – 707
2023
Q1 		$7K Buy
255
+150
+143% +$4.31K ﹤0.01% 245
2022
Q4 		$2K Buy
+105
New +$2.91K ﹤0.01% 331
2022
Q3 		– Sell
-52
Closed -$1K – 636
2022
Q2 		$1K Buy
+52
New +$1.91K ﹤0.01% 757

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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Financial Group's HPQ Position: Q3 2023 in Review

Steward Financial Group opened a new position in HP (HPQ) in Q3 2023: 245 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HPQ as recently as Q1 2023.

Steward Financial Group first reported a position in HPQ in Q2 2022 and has held it in 4 quarters since. The position peaked at $7K in Q1 2023. 1,006 funds tracked by Wall St. Rank hold HPQ as of Q3 2023.

  • Steward Financial Group held 245 shares of HP worth $6K as of Q3 2023.
  • HP was a new Steward Financial Group position in Q3 2023.
  • HP made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #545 holding.
  • Steward Financial Group first reported a position in HP in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's HP position peaked at $7K in Q1 2023.
  • 1,006 funds tracked by Wall St. Rank held HP as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.