Sugarloaf Wealth Management’s HP HPQ Stock Holding History

Sugarloaf Wealth Management’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 Q4	$34.8K	Hold	1,068	–	–	0.01%	339
2024 Q3	$38.3K	Hold	1,068	–	–	0.01%	338
2024 Q2	$37.4K	Hold	1,068	–	–	0.01%	323
2024 Q1	$32.3K	Hold	1,068	–	–	0.01%	342
2023 Q4	$32.1K	Hold	1,068	–	–	0.01%	335
2023 Q3	$27.4K	Hold	1,068	–	–	0.01%	352
2023 Q2	$32.8K	Hold	1,068	–	–	0.01%	338
2023 Q1	$31.3K	Hold	1,068	–	–	0.01%	344
2022 Q4	$28.7K	Hold	1,068	–	–	0.01%	364
2022 Q3	$27K	Sell	1,068 -947	-47%	-$29.1K	0.01%	378
2022 Q2	$66K	Buy	2,015 +1,083	+116%	+$39.8K	0.02%	245
2022 Q1	$34K	Hold	932	–	–	0.01%	329
2021 Q4	$35K	Hold	932	–	–	0.01%	342
2021 Q3	$25K	Hold	932	–	–	0.01%	380
2021 Q2	$28K	Hold	932	–	–	0.01%	361
2021 Q1	$30	Hold	932	–	–	0.01%	345
2020 Q4	$23K	Hold	932	–	–	0.01%	353
2020 Q3	$18K	Hold	932	–	–	0.01%	372
2020 Q2	$16K	Hold	932	–	–	0.01%	385
2020 Q1	$16K	Hold	932	–	–	0.01%	367
2019 Q4	$19K	Buy	+932	New	+$17.7K	0.01%	374

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Sugarloaf Wealth Management's HPQ Position: Q4 2024 in Review

Sugarloaf Wealth Management held its HP (HPQ) position steady in Q4 2024 at 1,068 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #339.

Sugarloaf Wealth Management first reported a position in HPQ in Q4 2019 and has held it in 21 quarters since. The position peaked at $66K in Q2 2022. 1,177 funds tracked by Wall St. Rank hold HPQ as of Q4 2024.

Sugarloaf Wealth Management held 1,068 shares of HP worth $34.8K as of Q4 2024.
Sugarloaf Wealth Management left its HP share count unchanged in Q4 2024.
HP made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #339 holding.
Sugarloaf Wealth Management first reported a position in HP in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's HP position peaked at $66K in Q2 2022.
1,177 funds tracked by Wall St. Rank held HP as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.