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Berman Capital Advisors’s Hewlett Packard HPE Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$68K Buy
4,823
+2,459
+104% +$35.5K 0.01% 563
2021
Q2 		$34K Buy
2,364
+276
+13% +$4.36K 0.01% 724
2021
Q1 		$32K Buy
2,088
+1,862
+824% +$25.8K 0.01% 631
2020
Q4 		$2K Sell
226
-1,453
-87% -$15.3K ﹤0.01% 1406
2020
Q3 		$15K Buy
1,679
+1,215
+262% +$11.6K ﹤0.01% 667
2020
Q2 		$4K Sell
464
-823
-64% -$8.08K ﹤0.01% 1054
2020
Q1 		$12K Sell
1,287
-158
-11% -$2.07K ﹤0.01% 620
2019
Q4 		$22K Buy
1,445
+1
+0.1% +$16 0.01% 502
2019
Q3 		$21K Buy
1,444
+214
+17% +$3.04K 0.01% 493
2019
Q2 		$18K Sell
1,230
-123
-9% -$1.86K 0.01% 538
2019
Q1 		$20K Buy
1,353
+260
+24% +$4.01K 0.01% 455
2018
Q4 		$13K Buy
+1,093
New +$16.4K 0.01% 463

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's HPE Position: Q3 2021 in Review

Berman Capital Advisors increased its Hewlett Packard (HPE) stake by 104% in Q3 2021, buying an estimated $35.5K and bringing the position to 4,823 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #563.

Berman Capital Advisors first reported a position in HPE in Q4 2018 and has held it in 12 quarters since. 769 funds tracked by Wall St. Rank hold HPE as of Q3 2021.

  • Berman Capital Advisors held 4,823 shares of Hewlett Packard worth $68K as of Q3 2021.
  • Berman Capital Advisors bought 2,459 Hewlett Packard shares in Q3 2021, an estimated $35.5K.
  • Hewlett Packard made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #563 holding.
  • Berman Capital Advisors first reported a position in Hewlett Packard in Q4 2018 and has held it in 12 quarters since.
  • 769 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.