Beck Mack & Oliver’s Hewlett Packard HPE Stock Holding History

Beck Mack & Oliver’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	-10,500	Closed	-$159K	–	218
2019 Q3	$159K	Hold	10,500	–	–	0.01%	200
2019 Q2	$157K	Sell	10,500 -1,500	-13%	-$22.7K	0.01%	207
2019 Q1	$185K	Hold	12,000	–	–	0.01%	208
2018 Q4	$159K	Hold	12,000	–	–	0.01%	205
2018 Q3	$196K	Hold	12,000	–	–	0.01%	217
2018 Q2	$175K	Sell	12,000 -250	-2%	-$4.15K	0.01%	218
2018 Q1	$215K	Hold	12,250	–	–	0.01%	215
2017 Q4	$176K	Hold	12,250	–	–	0.01%	224
2017 Q3	$180K	Sell	12,250 -3,540	-22%	-$48.3K	0.01%	226
2017 Q2	$203K	Sell	15,790 -5,287	-25%	-$73.6K	0.01%	223
2017 Q1	$290K	Hold	21,077	–	–	0.01%	183
2016 Q4	$283K	Hold	21,077	–	–	0.01%	183
2016 Q3	$279K	Hold	21,077	–	–	0.01%	191
2016 Q2	$224K	Hold	21,077	–	–	0.01%	244
2016 Q1	$217K	Sell	21,077 -30,970	-60%	-$259K	0.01%	250
2015 Q4	$460K	Buy	+52,047	New	+$436K	0.02%	197

Other funds holding HPE

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Beck Mack & Oliver's HPE Position: Q4 2019 in Review

Beck Mack & Oliver sold out of Hewlett Packard (HPE) in Q4 2019, closing a stake of 10,500 shares — an estimated $159K sold.

Beck Mack & Oliver first reported a position in HPE in Q4 2015 and held it in 16 quarters. The position peaked at $460K in Q4 2015. 795 funds tracked by Wall St. Rank hold HPE as of Q4 2019.

Beck Mack & Oliver reported no remaining Hewlett Packard position as of Q4 2019 after selling out during the quarter.
Beck Mack & Oliver sold 10,500 Hewlett Packard shares in Q4 2019, an estimated $159K.
Beck Mack & Oliver first reported a position in Hewlett Packard in Q4 2015 and held it in 16 quarters.
Beck Mack & Oliver's Hewlett Packard position peaked at $460K in Q4 2015.
795 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2019.

Based on Beck Mack & Oliver's 13F filing for Q4 2019, filed 7 Feb 2020.