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Benjamin F. Edwards & Company’s Hewlett Packard HPE Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$21K Buy
1,009
+1,000
+11,111% +$18.4K ﹤0.01% 1535
2024
Q1 		$0 Sell
9
-1,437
-99% -$23.3K ﹤0.01% 2166
2023
Q4 		$25K Hold
1,446
– – ﹤0.01% 1430
2023
Q3 		$25K Buy
1,446
+1,200
+488% +$20.6K ﹤0.01% 1208
2023
Q2 		$4K Hold
246
– – ﹤0.01% 1590
2023
Q1 		$4K Sell
246
-79
-24% -$1.24K ﹤0.01% 1588
2022
Q4 		$5K Buy
325
+79
+32% +$1.17K ﹤0.01% 1572
2022
Q3 		$3K Hold
246
– – ﹤0.01% 1655
2022
Q2 		$3K Hold
246
– – ﹤0.01% 1635
2022
Q1 		$4K Buy
246
+237
+2,633% +$3.97K ﹤0.01% 1564
2021
Q4 		$0 Hold
9
– – ﹤0.01% 1731
2021
Q3 		$0 Hold
9
– – ﹤0.01% 1727
2021
Q2 		$0 Buy
+9
New +$142 ﹤0.01% 1718
2020
Q3 		– Sell
-660
Closed -$6K – 1708
2020
Q2 		$6K Hold
660
– – ﹤0.01% 1381
2020
Q1 		$6K Sell
660
-1,618
-71% -$21.2K ﹤0.01% 1395
2019
Q4 		$36K Sell
2,278
-50
-2% -$799 ﹤0.01% 1050
2019
Q3 		$35K Buy
2,328
+50
+2% +$711 ﹤0.01% 1032
2019
Q2 		$34K Hold
2,278
– – ﹤0.01% 1015
2019
Q1 		$35K Hold
2,278
– – ﹤0.01% 972
2018
Q4 		$30K Buy
2,278
+100
+5% +$1.5K ﹤0.01% 977
2018
Q3 		$36K Sell
2,178
-3,448
-61% -$55.2K ﹤0.01% 950
2018
Q2 		$82K Hold
5,626
– – 0.01% 731
2018
Q1 		$99K Sell
5,626
-4,169
-43% -$70.8K 0.01% 676
2017
Q4 		$141K Sell
9,795
-1,360
-12% -$19.3K 0.01% 571
2017
Q3 		$164K Sell
11,155
-4,887
-30% -$66.7K 0.02% 498
2017
Q2 		$206K Sell
16,042
-5,542
-26% -$77.2K 0.03% 431
2017
Q1 		$297K Buy
21,584
+2,377
+12% +$31.9K 0.04% 340
2016
Q4 		$258K Buy
19,207
+181
+1% +$2.42K 0.04% 327
2016
Q3 		$252K Sell
19,026
-850
-4% -$10.5K 0.04% 303
2016
Q2 		$211K Sell
19,876
-1,808
-8% -$18.4K 0.04% 309
2016
Q1 		$223K Sell
21,684
-3,082
-12% -$25.8K 0.05% 288
2015
Q4 		$219K Buy
+24,766
New +$207K 0.05% 293

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Benjamin F. Edwards & Company's HPE Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Hewlett Packard (HPE) stake by 11,111% in Q2 2024, buying an estimated $18.4K and bringing the position to 1,009 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Benjamin F. Edwards & Company first reported a position in HPE in Q4 2015 and has held it in 32 quarters since. The position peaked at $297K in Q1 2017. 981 funds tracked by Wall St. Rank hold HPE as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,009 shares of Hewlett Packard worth $21K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 1,000 Hewlett Packard shares in Q2 2024, an estimated $18.4K.
  • Hewlett Packard made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1535 holding.
  • Benjamin F. Edwards & Company first reported a position in Hewlett Packard in Q4 2015 and has held it in 32 quarters since.
  • Benjamin F. Edwards & Company's Hewlett Packard position peaked at $297K in Q1 2017.
  • 981 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.