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Annapolis Financial Services’s Hewlett Packard HPE Stock Holding History

Annapolis Financial 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
2023
Q3 		– Sell
-100
Closed -$1.68K – 490
2023
Q2 		$1.68K Hold
100
– – ﹤0.01% 443
2023
Q1 		$1.59K Hold
100
– – ﹤0.01% 409
2022
Q4 		$1.6K Hold
100
– – ﹤0.01% 399
2022
Q3 		$1K Hold
100
– – ﹤0.01% 479
2022
Q2 		$1K Hold
100
– – ﹤0.01% 413
2022
Q1 		$2K Hold
100
– – ﹤0.01% 409
2021
Q4 		$2K Hold
100
– – ﹤0.01% 410
2021
Q3 		$1K Hold
100
– – ﹤0.01% 424
2021
Q2 		$1K Hold
100
– – ﹤0.01% 399
2021
Q1 		$2K Hold
100
– – ﹤0.01% 362
2020
Q4 		$1K Buy
+100
New +$1.05K ﹤0.01% 388

Other funds holding HPE

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Annapolis Financial Services's HPE Position: Q3 2023 in Review

Annapolis Financial Services sold out of Hewlett Packard (HPE) in Q3 2023, closing a stake of 100 shares — an estimated $1.68K sold.

Annapolis Financial Services first reported a position in HPE in Q4 2020 and held it in 11 quarters. The position peaked at $2K in Q1 2022. 856 funds tracked by Wall St. Rank hold HPE as of Q3 2023.

  • Annapolis Financial Services reported no remaining Hewlett Packard position as of Q3 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 100 Hewlett Packard shares in Q3 2023, an estimated $1.68K.
  • Annapolis Financial Services first reported a position in Hewlett Packard in Q4 2020 and held it in 11 quarters.
  • Annapolis Financial Services's Hewlett Packard position peaked at $2K in Q1 2022.
  • 856 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2023.

Based on Annapolis Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.