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Aperio Group’s Hewlett Packard HPE Stock Holding History

Aperio 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
2020
Q4 		$19.9M Buy
1,678,197
+86,888
+5% +$912K 0.06% 312
2020
Q3 		$14.9M Sell
1,591,309
-204,507
-11% -$1.95M 0.05% 346
2020
Q2 		$17.5M Buy
1,795,816
+148,500
+9% +$1.46M 0.06% 291
2020
Q1 		$16M Buy
1,647,316
+427,506
+35% +$5.6M 0.07% 275
2019
Q4 		$19.3M Buy
1,219,810
+110,433
+10% +$1.76M 0.07% 307
2019
Q3 		$16.8M Sell
1,109,377
-192,362
-15% -$2.73M 0.07% 319
2019
Q2 		$19.5M Sell
1,301,739
-813
-0.1% -$12.3K 0.08% 288
2019
Q1 		$20.1M Sell
1,302,552
-25,458
-2% -$392K 0.09% 261
2018
Q4 		$17.5M Sell
1,328,010
-263,775
-17% -$3.95M 0.09% 258
2018
Q3 		$26M Buy
1,591,785
+157,156
+11% +$2.52M 0.11% 196
2018
Q2 		$21M Sell
1,434,629
-27,976
-2% -$464K 0.1% 231
2018
Q1 		$25.7M Buy
1,462,605
+882
+0.1% +$15K 0.13% 187
2017
Q4 		$21M Buy
1,461,723
+331,629
+29% +$4.71M 0.11% 221
2017
Q3 		$16.6M Sell
1,130,094
-198,416
-15% -$2.71M 0.09% 260
2017
Q2 		$17.1M Sell
1,328,510
-289,819
-18% -$4.04M 0.1% 225
2017
Q1 		$22.3M Buy
1,618,329
+42,500
+3% +$571K 0.15% 151
2016
Q4 		$21.2M Buy
1,575,829
+67,606
+4% +$903K 0.16% 141
2016
Q3 		$19.9M Buy
1,508,223
+91,031
+6% +$1.12M 0.14% 166
2016
Q2 		$15M Buy
1,417,192
+61,809
+5% +$629K 0.12% 202
2016
Q1 		$14M Buy
1,355,383
+290,947
+27% +$2.44M 0.12% 196
2015
Q4 		$9.4M Buy
+1,064,436
New +$8.91M 0.09% 270

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

Aperio Group's HPE Position: Q4 2020 in Review

Aperio Group increased its Hewlett Packard (HPE) stake by 5.5% in Q4 2020, buying an estimated $912K and bringing the position to 1,678,197 shares worth $19.9M. The position accounts for 0.06% of the portfolio, ranked #312.

Aperio Group first reported a position in HPE in Q4 2015 and has held it in 21 quarters since. The position peaked at $26M in Q3 2018. 761 funds tracked by Wall St. Rank hold HPE as of Q4 2020.

  • Aperio Group held 1,678,197 shares of Hewlett Packard worth $19.9M as of Q4 2020.
  • Aperio Group bought 86,888 Hewlett Packard shares in Q4 2020, an estimated $912K.
  • Hewlett Packard made up 0.06% of Aperio Group's portfolio in Q4 2020, its #312 holding.
  • Aperio Group first reported a position in Hewlett Packard in Q4 2015 and has held it in 21 quarters since.
  • Aperio Group's Hewlett Packard position peaked at $26M in Q3 2018.
  • 761 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.