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Applied Finance Capital Management’s Hewlett Packard HPE Stock Holding History

Applied Finance Capital Management’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
2025
Q1 		– Sell
-30,387
Closed -$649K – 319
2024
Q4 		$649K Sell
30,387
-1,727
-5% -$36.5K 0.03% 164
2024
Q3 		$657K Sell
32,114
-3,638
-10% -$69.5K 0.03% 175
2024
Q2 		$757K Buy
+35,752
New +$659K 0.04% 125

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Applied Finance Capital Management's HPE Position: Q1 2025 in Review

Applied Finance Capital Management sold out of Hewlett Packard (HPE) in Q1 2025, closing a stake of 30,387 shares — an estimated $649K sold.

Applied Finance Capital Management first reported a position in HPE in Q2 2024 and held it in 3 quarters. The position peaked at $757K in Q2 2024. 1,030 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

  • Applied Finance Capital Management reported no remaining Hewlett Packard position as of Q1 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 30,387 Hewlett Packard shares in Q1 2025, an estimated $649K.
  • Applied Finance Capital Management first reported a position in Hewlett Packard in Q2 2024 and held it in 3 quarters.
  • Applied Finance Capital Management's Hewlett Packard position peaked at $757K in Q2 2024.
  • 1,030 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Applied Finance Capital Management's 13F filing for Q1 2025, filed 7 May 2025.