British Steel Pension Fund’s Hewlett Packard HPE Stock Holding History

British Steel Pension Fund’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
2020 Q1	–	Sell	-7,733	Closed	-$123K	–	94
2019 Q4	$123K	Hold	7,733	–	–	0.02%	124
2019 Q3	$117K	Sell	7,733 -5,431	-41%	-$77.2K	0.02%	122
2019 Q2	$197K	Sell	13,164 -14,393	-52%	-$218K	0.03%	125
2019 Q1	$425K	Sell	27,557 -2,912	-10%	-$44.9K	0.07%	119
2018 Q4	$497K	Buy	+30,469	New	+$456K	0.08%	117
2018 Q2	$665K	Sell	45,498 -16,187	-26%	-$268K	0.11%	126
2018 Q1	$886K	Hold	61,685	–	–	0.1%	167
2017 Q4	$886K	Hold	61,685	–	–	0.1%	167
2017 Q3	$907K	Sell	61,685 -37,568	-38%	-$512K	0.11%	166
2017 Q2	$1.28M	Sell	99,253 -33,230	-25%	-$463K	0.14%	155
2017 Q1	$1.82M	Buy	+132,483	New	+$1.78M	0.21%	109

Other funds holding HPE

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

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

British Steel Pension Fund's HPE Position: Q1 2020 in Review

British Steel Pension Fund sold out of Hewlett Packard (HPE) in Q1 2020, closing a stake of 7,733 shares — an estimated $123K sold.

British Steel Pension Fund first reported a position in HPE in Q1 2017 and held it in 11 quarters. The position peaked at $1.82M in Q1 2017. 733 funds tracked by Wall St. Rank hold HPE as of Q1 2020.

British Steel Pension Fund reported no remaining Hewlett Packard position as of Q1 2020 after selling out during the quarter.
British Steel Pension Fund sold 7,733 Hewlett Packard shares in Q1 2020, an estimated $123K.
British Steel Pension Fund first reported a position in Hewlett Packard in Q1 2017 and held it in 11 quarters.
British Steel Pension Fund's Hewlett Packard position peaked at $1.82M in Q1 2017.
733 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2020.

Based on British Steel Pension Fund's 13F filing for Q1 2020, filed 19 May 2020.