1834 Investment Advisors’s Hewlett Packard HPE Stock Holding History

1834 Investment Advisors’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
2022 Q3	–	Sell	-822	Closed	-$11K	–	310
2022 Q2	$11K	Hold	822	–	–	﹤0.01%	369
2022 Q1	$14K	Hold	822	–	–	﹤0.01%	331
2021 Q4	$13K	Hold	822	–	–	﹤0.01%	364
2021 Q3	$12K	Hold	822	–	–	﹤0.01%	382
2021 Q2	$12K	Hold	822	–	–	﹤0.01%	401
2021 Q1	$13K	Hold	822	–	–	﹤0.01%	364
2020 Q4	$10K	Hold	822	–	–	﹤0.01%	366
2020 Q3	$8K	Hold	822	–	–	﹤0.01%	353
2020 Q2	$8K	Hold	822	–	–	﹤0.01%	342
2020 Q1	$8K	Hold	822	–	–	﹤0.01%	337
2019 Q4	$13K	Hold	822	–	–	﹤0.01%	359
2019 Q3	$12K	Sell	822 -1,143	-58%	-$16.3K	﹤0.01%	363
2019 Q2	$29K	Hold	1,965	–	–	﹤0.01%	316
2019 Q1	$30K	Hold	1,965	–	–	﹤0.01%	311
2018 Q4	$26K	Hold	1,965	–	–	﹤0.01%	308
2018 Q3	$32K	Hold	1,965	–	–	﹤0.01%	305
2018 Q2	$29K	Hold	1,965	–	–	﹤0.01%	312
2018 Q1	$34K	Hold	1,965	–	–	0.01%	304
2017 Q4	$28K	Buy	+1,965	New	+$27.9K	﹤0.01%	336

Other funds holding HPE

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

1834 Investment Advisors's HPE Position: Q3 2022 in Review

1834 Investment Advisors sold out of Hewlett Packard (HPE) in Q3 2022, closing a stake of 822 shares — an estimated $11K sold.

1834 Investment Advisors first reported a position in HPE in Q4 2017 and held it in 19 quarters. The position peaked at $34K in Q1 2018. 793 funds tracked by Wall St. Rank hold HPE as of Q3 2022.

1834 Investment Advisors reported no remaining Hewlett Packard position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 822 Hewlett Packard shares in Q3 2022, an estimated $11K.
1834 Investment Advisors first reported a position in Hewlett Packard in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's Hewlett Packard position peaked at $34K in Q1 2018.
793 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.