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Advisor Group’s Hewlett Packard HPE Stock Holding History

Advisor Group’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 		$679K Buy
42,836
+2,735
+7% +$43.7K ﹤0.01% 1455
2019
Q3 		$608K Sell
40,101
-8,007
-17% -$114K ﹤0.01% 1475
2019
Q2 		$720K Sell
48,108
-3,727
-7% -$56.5K 0.01% 1355
2019
Q1 		$800K Buy
51,835
+6,714
+15% +$103K 0.01% 1247
2018
Q4 		$595K Buy
45,121
+5,223
+13% +$78.2K 0.01% 1277
2018
Q3 		$650K Buy
39,898
+10,690
+37% +$171K 0.01% 1278
2018
Q2 		$427K Buy
29,208
+969
+3% +$16.1K 0.01% 1428
2018
Q1 		$495K Buy
28,239
+6,775
+32% +$115K 0.01% 1335
2017
Q4 		$307K Sell
21,464
-1,711
-7% -$24.3K ﹤0.01% 1679
2017
Q3 		$340K Sell
23,175
-7,367
-24% -$100K 0.01% 1442
2017
Q2 		$394K Sell
30,542
-4,573
-13% -$63.7K 0.01% 1302
2017
Q1 		$483K Buy
35,115
+1,471
+4% +$19.8K 0.01% 1096
2016
Q4 		$451K Sell
33,644
-10,387
-24% -$139K 0.01% 1073
2016
Q3 		$581K Buy
44,031
+11,903
+37% +$147K 0.01% 893
2016
Q2 		$339K Buy
+32,128
New +$327K 0.01% 1132

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisor Group's HPE Position: Q4 2019 in Review

Advisor Group increased its Hewlett Packard (HPE) stake by 6.8% in Q4 2019, buying an estimated $43.7K and bringing the position to 42,836 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Advisor Group first reported a position in HPE in Q2 2016 and has held it in 15 quarters since. The position peaked at $800K in Q1 2019. 794 funds tracked by Wall St. Rank hold HPE as of Q4 2019.

  • Advisor Group held 42,836 shares of Hewlett Packard worth $679K as of Q4 2019.
  • Advisor Group bought 2,735 Hewlett Packard shares in Q4 2019, an estimated $43.7K.
  • Hewlett Packard made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1455 holding.
  • Advisor Group first reported a position in Hewlett Packard in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Hewlett Packard position peaked at $800K in Q1 2019.
  • 794 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.