SP
HPQ icon

Successful Portfolios’s HP HPQ Stock Holding History

Successful Portfolios’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
2022
Q3 		– Sell
-6,585
Closed -$216K – 186
2022
Q2 		$216K Sell
6,585
-84
-1% -$3.08K 0.15% 165
2022
Q1 		$242K Hold
6,669
– – 0.14% 171
2021
Q4 		$251K Buy
+6,669
New +$218K 0.14% 170
2021
Q3 		– Sell
-6,798
Closed -$205K – 208
2021
Q2 		$205K Hold
6,798
– – 0.12% 194
2021
Q1 		$216K Buy
+6,798
New +$188K 0.14% 175

Other funds holding HPQ

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 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

Successful Portfolios's HPQ Position: Q3 2022 in Review

Successful Portfolios sold out of HP (HPQ) in Q3 2022, closing a stake of 6,585 shares — an estimated $216K sold.

Successful Portfolios first reported a position in HPQ in Q1 2021 and held it in 5 quarters. The position peaked at $251K in Q4 2021. 993 funds tracked by Wall St. Rank hold HPQ as of Q3 2022.

  • Successful Portfolios reported no remaining HP position as of Q3 2022 after selling out during the quarter.
  • Successful Portfolios sold 6,585 HP shares in Q3 2022, an estimated $216K.
  • Successful Portfolios first reported a position in HP in Q1 2021 and held it in 5 quarters.
  • Successful Portfolios's HP position peaked at $251K in Q4 2021.
  • 993 funds tracked by Wall St. Rank held HP as of Q3 2022.

Based on Successful Portfolios's 13F filing for Q3 2022, filed 12 Oct 2022.