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Anchor Capital Advisors’s Hewlett Packard HPE Stock Holding History

Anchor Capital 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
2018
Q4 		– Sell
-666,055
Closed -$10.9M – 276
2018
Q3 		$10.9M Sell
666,055
-25,830
-4% -$414K 0.4% 90
2018
Q2 		$10.1M Sell
691,885
-90,339
-12% -$1.5M 0.37% 96
2018
Q1 		$13.7M Sell
782,224
-5,477
-0.7% -$93K 0.48% 87
2017
Q4 		$11.3M Buy
787,701
+6,045
+0.8% +$85.9K 0.4% 94
2017
Q3 		$11.5M Sell
781,656
-247,781
-24% -$3.38M 0.41% 92
2017
Q2 		$13.2M Sell
1,029,437
-403,987
-28% -$5.62M 0.48% 84
2017
Q1 		$19.7M Buy
1,433,424
+12,978
+0.9% +$174K 0.69% 68
2016
Q4 		$19.1M Buy
1,420,446
+80,498
+6% +$1.08M 0.73% 63
2016
Q3 		$17.7M Sell
1,339,948
-427,364
-24% -$5.28M 0.59% 75
2016
Q2 		$18.8M Buy
1,767,312
+444,627
+34% +$4.53M 0.48% 80
2016
Q1 		$13.6M Buy
1,322,685
+11,130
+0.8% +$93.2K 0.33% 88
2015
Q4 		$11.6M Buy
+1,311,555
New +$11M 0.29% 90

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Anchor Capital Advisors's HPE Position: Q4 2018 in Review

Anchor Capital Advisors sold out of Hewlett Packard (HPE) in Q4 2018, closing a stake of 666,055 shares — an estimated $10.9M sold.

Anchor Capital Advisors first reported a position in HPE in Q4 2015 and held it in 12 quarters. The position peaked at $19.7M in Q1 2017. 792 funds tracked by Wall St. Rank hold HPE as of Q4 2018.

  • Anchor Capital Advisors reported no remaining Hewlett Packard position as of Q4 2018 after selling out during the quarter.
  • Anchor Capital Advisors sold 666,055 Hewlett Packard shares in Q4 2018, an estimated $10.9M.
  • Anchor Capital Advisors first reported a position in Hewlett Packard in Q4 2015 and held it in 12 quarters.
  • Anchor Capital Advisors's Hewlett Packard position peaked at $19.7M in Q1 2017.
  • 792 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2018.

Based on Anchor Capital Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.