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Ashburton (Jersey)’s Hewlett Packard HPE Stock Holding History

Ashburton (Jersey)’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
-500
Closed -$5K – 84
2020
Q3 		$5K Hold
500
– – ﹤0.01% 72
2020
Q2 		$5K Hold
500
– – ﹤0.01% 72
2020
Q1 		$5K Hold
500
– – ﹤0.01% 87
2019
Q4 		$8K Hold
500
– – ﹤0.01% 90
2019
Q3 		$8K Hold
500
– – ﹤0.01% 98
2019
Q2 		$7K Buy
+500
New +$7.58K ﹤0.01% 98

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ashburton (Jersey)'s HPE Position: Q4 2020 in Review

Ashburton (Jersey) sold out of Hewlett Packard (HPE) in Q4 2020, closing a stake of 500 shares — an estimated $5K sold.

Ashburton (Jersey) first reported a position in HPE in Q2 2019 and held it in 6 quarters. The position peaked at $8K in Q4 2019. 760 funds tracked by Wall St. Rank hold HPE as of Q4 2020.

  • Ashburton (Jersey) reported no remaining Hewlett Packard position as of Q4 2020 after selling out during the quarter.
  • Ashburton (Jersey) sold 500 Hewlett Packard shares in Q4 2020, an estimated $5K.
  • Ashburton (Jersey) first reported a position in Hewlett Packard in Q2 2019 and held it in 6 quarters.
  • Ashburton (Jersey)'s Hewlett Packard position peaked at $8K in Q4 2019.
  • 760 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2020.

Based on Ashburton (Jersey)'s 13F filing for Q4 2020, filed 23 May 2023.