USA Financial Formulas’s HP HPQ Stock Holding History

USA Financial Formulas’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	-99	Closed	-$3.47K	–	314
2024 Q2	$3.47K	Hold	99	–	–	﹤0.01%	282
2024 Q1	$2.99K	Buy	99 +61	+161%	+$1.79K	﹤0.01%	282
2023 Q4	$1.14K	Hold	38	–	–	﹤0.01%	322
2023 Q3	$977	Hold	38	–	–	﹤0.01%	399
2023 Q2	$1.17K	Hold	38	–	–	﹤0.01%	358
2023 Q1	$1.11K	Buy	+38	New	+$1.09K	﹤0.01%	289
2022 Q3	$1K	Hold	32	–	–	﹤0.01%	238
2022 Q2	$1K	Hold	32	–	–	﹤0.01%	267
2022 Q1	$1K	Sell	32 -10	-24%	-$369	﹤0.01%	302
2021 Q4	$2K	Hold	42	–	–	﹤0.01%	263
2021 Q3	$1K	Hold	42	–	–	﹤0.01%	359
2021 Q2	$1K	Hold	42	–	–	﹤0.01%	352
2021 Q1	$1K	Hold	42	–	–	﹤0.01%	307
2020 Q4	$1K	Buy	+42	New	+$882	﹤0.01%	282
2018 Q3	–	Sell	-17,692	Closed	-$388K	–	326
2018 Q2	$388K	Sell	17,692 -93	-0.5%	-$2.07K	0.09%	194
2018 Q1	$390K	Buy	+17,785	New	+$402K	0.09%	195
2015 Q1	–	Sell	-143,022	Closed	-$2.61M	–	207
2014 Q4	$2.61M	Buy	+143,022	New	+$2.4M	0.89%	29

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

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

Geode Capital Management

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

Primecap Management

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

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