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Advisory Alpha’s Hewlett Packard HPE Stock Holding History

Advisory Alpha’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
2020
Q4 		– Sell
-712
Closed -$7K – 329
2020
Q3 		$7K Buy
+712
New +$6.8K ﹤0.01% 470
2019
Q4 		– Sell
-53
Closed -$746 – 834
2019
Q3 		$746 Buy
+53
New +$753 ﹤0.01% 763
2019
Q2 		– Sell
-23
Closed -$350 – 345
2019
Q1 		$350 Buy
+23
New +$354 ﹤0.01% 708

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 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

Advisory Alpha's HPE Position: Q4 2020 in Review

Advisory Alpha sold out of Hewlett Packard (HPE) in Q4 2020, closing a stake of 712 shares — an estimated $7K sold.

Advisory Alpha first reported a position in HPE in Q1 2019 and held it in 3 quarters. The position peaked at $7K in Q3 2020. 760 funds tracked by Wall St. Rank hold HPE as of Q4 2020.

  • Advisory Alpha reported no remaining Hewlett Packard position as of Q4 2020 after selling out during the quarter.
  • Advisory Alpha sold 712 Hewlett Packard shares in Q4 2020, an estimated $7K.
  • Advisory Alpha first reported a position in Hewlett Packard in Q1 2019 and held it in 3 quarters.
  • Advisory Alpha's Hewlett Packard position peaked at $7K in Q3 2020.
  • 760 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.