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Aspetuck Financial Management’s Hewlett Packard HPE Stock Holding History

Aspetuck Financial 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
-500
Closed -$10.7K – 118
2024
Q4 		$10.7K Buy
+500
New +$10.6K 0.01% 163

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

Aspetuck Financial Management's HPE Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Hewlett Packard (HPE) in Q1 2025, closing a stake of 500 shares — an estimated $10.7K sold.

Aspetuck Financial Management first reported a position in HPE in Q4 2024 and held it in 1 quarter. The position peaked at $10.7K in Q4 2024. 1,030 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

  • Aspetuck Financial Management reported no remaining Hewlett Packard position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 500 Hewlett Packard shares in Q1 2025, an estimated $10.7K.
  • Aspetuck Financial Management first reported a position in Hewlett Packard in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's Hewlett Packard position peaked at $10.7K in Q4 2024.
  • 1,030 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.