Atwater Malick’s Hewlett Packard HPE Stock Holding History

Atwater Malick’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
2019 Q4	–	Sell	-200	Closed	-$3K	–	111
2019 Q3	$3K	Buy	+200	New	+$2.84K	﹤0.01%	191

Other funds holding HPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atwater Malick's HPE Position: Q4 2019 in Review

Atwater Malick sold out of Hewlett Packard (HPE) in Q4 2019, closing a stake of 200 shares — an estimated $3K sold.

Atwater Malick first reported a position in HPE in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 794 funds tracked by Wall St. Rank hold HPE as of Q4 2019.

Atwater Malick reported no remaining Hewlett Packard position as of Q4 2019 after selling out during the quarter.
Atwater Malick sold 200 Hewlett Packard shares in Q4 2019, an estimated $3K.
Atwater Malick first reported a position in Hewlett Packard in Q3 2019 and held it in 1 quarter.
Atwater Malick's Hewlett Packard position peaked at $3K in Q3 2019.
794 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2019.

Based on Atwater Malick's 13F filing for Q4 2019, filed 7 Jan 2020.