Ownership history in PFG Advisors Β· 16 quarters on record
This page tracks every 13F SEC filing in which PFG Advisors reported a position in HP INC (HPQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π PFG Advisors underperformed the S&P 500 by β13.8% annually on this HPQ position. Timing score: 47% (7/15 decisions correct). Average cost basis: $30.20. Maximum drawdown during holding period: β32.4%.
β Significantly underperformed the S&P 500 by 13.8% ann.
15 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 15 add/trim decisions correct
Best entry: $23.21 (2023 Q3) Β· Worst: $32.46 (2024 Q2)
πͺ Held through 2 major drawdowns (>20%).
10 adds Β· 6 trims. Bought during 4 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size