1 North Wealth Services’s Hewlett Packard HPE Stock Holding History

1 North Wealth Services’s Portfolio HPE Stock Details HPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1K	Hold	65	–	–	﹤0.01%	342
2019 Q3	$1K	Buy	+65	New	+$924	﹤0.01%	312
2019 Q1	$1K	Hold	65	–	–	﹤0.01%	297
2018 Q4	$1K	Buy	+65	New	+$974	﹤0.01%	280

Other funds holding HPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

1 North Wealth Services's HPE Position: Q4 2019 in Review

1 North Wealth Services held its Hewlett Packard (HPE) position steady in Q4 2019 at 65 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

1 North Wealth Services first reported a position in HPE in Q4 2018 and has held it in 4 quarters since. 794 funds tracked by Wall St. Rank hold HPE as of Q4 2019.

1 North Wealth Services held 65 shares of Hewlett Packard worth $1K as of Q4 2019.
1 North Wealth Services left its Hewlett Packard share count unchanged in Q4 2019.
Hewlett Packard made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #342 holding.
1 North Wealth Services first reported a position in Hewlett Packard in Q4 2018 and has held it in 4 quarters since.
794 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.