Bedel Financial Consulting’s Hewlett Packard HPE Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-991	Closed	-$17K	–	481
2022 Q1	$17K	Sell	991 -2,000	-67%	-$33.5K	0.01%	569
2021 Q4	$47K	Hold	2,991	–	–	0.01%	404
2021 Q3	$43K	Hold	2,991	–	–	0.01%	400
2021 Q2	$44K	Hold	2,991	–	–	0.02%	397
2021 Q1	$47K	Buy	2,991 +571	+24%	+$7.91K	0.02%	368
2020 Q4	$29K	Hold	2,420	–	–	0.01%	395
2020 Q3	$23K	Hold	2,420	–	–	0.01%	406
2020 Q2	$24K	Sell	2,420 -14	-0.6%	-$137	0.01%	376
2020 Q1	$24K	Buy	2,434 +14	+0.6%	+$183	0.02%	365
2019 Q4	$38K	Hold	2,420	–	–	0.02%	324
2019 Q3	$37K	Hold	2,420	–	–	0.02%	317
2019 Q2	$36K	Hold	2,420	–	–	0.02%	322
2019 Q1	$37K	Hold	2,420	–	–	0.02%	311
2018 Q4	$32K	Hold	2,420	–	–	0.02%	303
2018 Q3	$37K	Hold	2,420	–	–	0.02%	303
2018 Q2	$35K	Sell	2,420 -2,330	-49%	-$38.6K	0.03%	301
2018 Q1	$83K	Buy	+4,750	New	+$80.7K	0.06%	217

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

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

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 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

Bedel Financial Consulting's HPE Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Hewlett Packard (HPE) in Q2 2022, closing a stake of 991 shares — an estimated $17K sold.

Bedel Financial Consulting first reported a position in HPE in Q1 2018 and held it in 17 quarters. The position peaked at $83K in Q1 2018. 820 funds tracked by Wall St. Rank hold HPE as of Q2 2022.

Bedel Financial Consulting reported no remaining Hewlett Packard position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 991 Hewlett Packard shares in Q2 2022, an estimated $17K.
Bedel Financial Consulting first reported a position in Hewlett Packard in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Hewlett Packard position peaked at $83K in Q1 2018.
820 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.