Baldwin Wealth Partners’s Hewlett Packard HPE Stock Holding History

Baldwin Wealth Partners’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
2023 Q4	–	Sell	-17	Closed	-$295	–	753
2023 Q3	$295	Hold	17	–	–	﹤0.01%	738
2023 Q2	$286	Hold	17	–	–	﹤0.01%	752
2023 Q1	$271	Hold	17	–	–	﹤0.01%	788
2022 Q4	$271	Sell	17 -383	-96%	-$5.65K	﹤0.01%	771
2022 Q3	$5K	Hold	400	–	–	﹤0.01%	561
2022 Q2	$5K	Hold	400	–	–	﹤0.01%	588
2022 Q1	$7K	Hold	400	–	–	﹤0.01%	564
2021 Q4	$6K	Hold	400	–	–	﹤0.01%	540
2021 Q3	$6K	Hold	400	–	–	﹤0.01%	557
2021 Q2	$6K	Hold	400	–	–	﹤0.01%	568
2021 Q1	$6K	Sell	400 -474	-54%	-$6.56K	﹤0.01%	545
2020 Q4	$10K	Hold	874	–	–	﹤0.01%	455
2020 Q3	$8K	Buy	874 +474	+119%	+$4.53K	﹤0.01%	444
2020 Q2	$4K	Hold	400	–	–	﹤0.01%	480
2020 Q1	$4K	Sell	400 -800	-67%	-$10.5K	﹤0.01%	482
2019 Q4	$19K	Sell	1,200 -400	-25%	-$6.39K	﹤0.01%	409
2019 Q3	$24K	Hold	1,600	–	–	﹤0.01%	386
2019 Q2	$24K	Hold	1,600	–	–	﹤0.01%	379
2019 Q1	$25K	Hold	1,600	–	–	﹤0.01%	376
2018 Q4	$21K	Hold	1,600	–	–	﹤0.01%	377
2018 Q3	$26K	Hold	1,600	–	–	﹤0.01%	380
2018 Q2	$23K	Hold	1,600	–	–	﹤0.01%	388
2018 Q1	$28K	Hold	1,600	–	–	﹤0.01%	354
2017 Q4	$23K	Hold	1,600	–	–	﹤0.01%	356
2017 Q3	$24K	Sell	1,600 -462	-22%	-$6.3K	﹤0.01%	344
2017 Q2	$27K	Sell	2,062 -691	-25%	-$9.62K	﹤0.01%	352
2017 Q1	$38K	Hold	2,753	–	–	0.01%	319
2016 Q4	$37K	Hold	2,753	–	–	0.01%	314
2016 Q3	$36K	Buy	+2,753	New	+$34K	0.01%	326
2016 Q1	–	Sell	-31,135	Closed	-$275K	–	497
2015 Q4	$275K	Buy	+31,135	New	+$261K	0.04%	190

Other funds holding HPE

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baldwin Wealth Partners's HPE Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of Hewlett Packard (HPE) in Q4 2023, closing a stake of 17 shares — an estimated $295 sold.

Baldwin Wealth Partners first reported a position in HPE in Q4 2015 and held it in 30 quarters. The position peaked at $275K in Q4 2015. 900 funds tracked by Wall St. Rank hold HPE as of Q4 2023.

Baldwin Wealth Partners reported no remaining Hewlett Packard position as of Q4 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 17 Hewlett Packard shares in Q4 2023, an estimated $295.
Baldwin Wealth Partners first reported a position in Hewlett Packard in Q4 2015 and held it in 30 quarters.
Baldwin Wealth Partners's Hewlett Packard position peaked at $275K in Q4 2015.
900 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.