BerganKDV Wealth Management’s Hewlett Packard HPE Stock Holding History

BerganKDV Wealth Management’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 Q2	$17.4K	Sell	1,037 -143	-12%	-$2.19K	﹤0.01%	504
2023 Q1	$18.8K	Sell	1,180 -62	-5%	-$974	﹤0.01%	524
2022 Q4	$19.8K	Sell	1,242 -334	-21%	-$4.92K	﹤0.01%	496
2022 Q3	$19K	Buy	1,576 +1	+0.1%	+$14	﹤0.01%	499
2022 Q2	$21K	Buy	1,575 +1	+0.1%	+$15	﹤0.01%	493
2022 Q1	$26K	Buy	1,574 +1	+0.1%	+$17	﹤0.01%	484
2021 Q4	$25K	Buy	1,573 +1	+0.1%	+$15	﹤0.01%	514
2021 Q3	$22K	Hold	1,572	–	–	﹤0.01%	514
2021 Q2	$23K	Buy	1,572 +1	+0.1%	+$16	﹤0.01%	501
2021 Q1	$25K	Buy	1,571 +1	+0.1%	+$14	﹤0.01%	451
2020 Q4	$19K	Hold	1,570	–	–	﹤0.01%	484
2020 Q3	$15K	Buy	1,570 +136	+9%	+$1.3K	﹤0.01%	457
2020 Q2	$14K	Sell	1,434 -242	-14%	-$2.38K	﹤0.01%	493
2020 Q1	$16K	Hold	1,676	–	–	﹤0.01%	441
2019 Q4	$27K	Buy	1,676 +163	+11%	+$2.6K	﹤0.01%	409
2019 Q3	$23K	Hold	1,513	–	–	﹤0.01%	412
2019 Q2	$23K	Hold	1,513	–	–	﹤0.01%	410
2019 Q1	$23K	Hold	1,513	–	–	﹤0.01%	419
2018 Q4	$20K	Hold	1,513	–	–	﹤0.01%	398
2018 Q3	$25K	Hold	1,513	–	–	0.01%	399
2018 Q2	$22K	Buy	+1,513	New	+$25.1K	﹤0.01%	419

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

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

BerganKDV Wealth Management's HPE Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Hewlett Packard (HPE) stake by 12% in Q2 2023, selling an estimated $2.19K and leaving 1,037 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

BerganKDV Wealth Management first reported a position in HPE in Q2 2018 and has held it in 21 quarters since. The position peaked at $27K in Q4 2019. 856 funds tracked by Wall St. Rank hold HPE as of Q2 2023.

BerganKDV Wealth Management held 1,037 shares of Hewlett Packard worth $17.4K as of Q2 2023.
BerganKDV Wealth Management sold 143 Hewlett Packard shares in Q2 2023, an estimated $2.19K.
Hewlett Packard made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #504 holding.
BerganKDV Wealth Management first reported a position in Hewlett Packard in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Hewlett Packard position peaked at $27K in Q4 2019.
856 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.