Surevest’s HP HPQ Stock Holding History

Surevest’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	$1K	Hold	46	–	–	﹤0.01%	456
2022 Q2	$2K	Hold	46	–	–	﹤0.01%	418
2022 Q1	$2K	Hold	46	–	–	﹤0.01%	401
2021 Q4	$2K	Buy	+46	New	+$1.5K	﹤0.01%	406

Other funds holding HPQ

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Surevest's HPQ Position: Q3 2022 in Review

Surevest held its HP (HPQ) position steady in Q3 2022 at 46 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Surevest first reported a position in HPQ in Q4 2021 and has held it in 4 quarters since. The position peaked at $2K in Q2 2022. 993 funds tracked by Wall St. Rank hold HPQ as of Q3 2022.

Surevest held 46 shares of HP worth $1K as of Q3 2022.
Surevest left its HP share count unchanged in Q3 2022.
HP made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #456 holding.
Surevest first reported a position in HP in Q4 2021 and has held it in 4 quarters since.
Surevest's HP position peaked at $2K in Q2 2022.
993 funds tracked by Wall St. Rank held HP as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.