Bank of the West’s Hewlett Packard HPE Stock Holding History

Bank of the West’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
2022 Q4	$182K	Buy	11,400 +1,000	+10%	+$14.7K	0.02%	219
2022 Q3	$125K	Hold	10,400	–	–	0.02%	211
2022 Q2	$138K	Hold	10,400	–	–	0.02%	212
2022 Q1	$174K	Hold	10,400	–	–	0.02%	216
2021 Q4	$164K	Sell	10,400 -1,500	-13%	-$22.6K	0.02%	220
2021 Q3	$170K	Sell	11,900 -60	-0.5%	-$866	0.02%	217
2021 Q2	$175K	Sell	11,960 -140	-1%	-$2.21K	0.02%	220
2021 Q1	$190K	Hold	12,100	–	–	0.02%	216
2020 Q4	$144K	Sell	12,100 -100	-0.8%	-$1.05K	0.02%	212
2020 Q3	$115K	Hold	12,200	–	–	0.02%	203
2020 Q2	$118K	Hold	12,200	–	–	0.02%	230
2020 Q1	$118K	Sell	12,200 -571	-4%	-$7.48K	0.02%	250
2019 Q4	$203K	Hold	12,771	–	–	0.02%	263
2019 Q3	$193K	Hold	12,771	–	–	0.02%	268
2019 Q2	$191K	Sell	12,771 -1,818	-12%	-$27.6K	0.02%	271
2019 Q1	$225K	Sell	14,589 -200	-1%	-$3.08K	0.03%	264
2018 Q4	$195K	Buy	+14,789	New	+$222K	0.02%	277

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of the West's HPE Position: Q4 2022 in Review

Bank of the West increased its Hewlett Packard (HPE) stake by 9.6% in Q4 2022, buying an estimated $14.7K and bringing the position to 11,400 shares worth $182K. The position accounts for 0.02% of the portfolio, ranked #219.

Bank of the West first reported a position in HPE in Q4 2018 and has held it in 17 quarters since. The position peaked at $225K in Q1 2019. 848 funds tracked by Wall St. Rank hold HPE as of Q4 2022.

Bank of the West held 11,400 shares of Hewlett Packard worth $182K as of Q4 2022.
Bank of the West bought 1,000 Hewlett Packard shares in Q4 2022, an estimated $14.7K.
Hewlett Packard made up 0.02% of Bank of the West's portfolio in Q4 2022, its #219 holding.
Bank of the West first reported a position in Hewlett Packard in Q4 2018 and has held it in 17 quarters since.
Bank of the West's Hewlett Packard position peaked at $225K in Q1 2019.
848 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2022.

Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.