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Bourgeon Capital Management’s Hewlett Packard HPE Stock Holding History

Bourgeon Capital 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
2024
Q1 		– Sell
-89
Closed -$1.52K – 218
2023
Q4 		$1.52K Hold
89
– – ﹤0.01% 309
2023
Q3 		$1.54K Buy
89
+1
+1% +$17 ﹤0.01% 294
2023
Q2 		$1.48K Hold
88
– – ﹤0.01% 299
2023
Q1 		$1.4K Buy
+88
New +$1.38K ﹤0.01% 286

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bourgeon Capital Management's HPE Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Hewlett Packard (HPE) in Q1 2024, closing a stake of 89 shares — an estimated $1.52K sold.

Bourgeon Capital Management first reported a position in HPE in Q1 2023 and held it in 4 quarters. The position peaked at $1.54K in Q3 2023. 900 funds tracked by Wall St. Rank hold HPE as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Hewlett Packard position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 89 Hewlett Packard shares in Q1 2024, an estimated $1.52K.
  • Bourgeon Capital Management first reported a position in Hewlett Packard in Q1 2023 and held it in 4 quarters.
  • Bourgeon Capital Management's Hewlett Packard position peaked at $1.54K in Q3 2023.
  • 900 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.