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Buckingham Strategic Wealth’s Hewlett Packard HPE Stock Holding History

Buckingham Strategic Wealth’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 		$951K Buy
44,905
+5,835
+15% +$108K 0.01% 337
2024
Q1 		$693K Buy
39,070
+1,299
+3% +$21.1K 0.01% 404
2023
Q4 		$641K Sell
37,771
-4,651
-11% -$75.8K 0.01% 400
2023
Q3 		$737K Buy
42,422
+13,929
+49% +$240K 0.01% 345
2023
Q2 		$479K Buy
28,493
+4,321
+18% +$66.1K 0.01% 431
2023
Q1 		$386K Hold
24,172
– – 0.01% 438
2022
Q4 		$386K Sell
24,172
-995
-4% -$14.7K 0.01% 440
2022
Q3 		$302K Sell
25,167
-3,906
-13% -$53.1K 0.01% 465
2022
Q2 		$386K Buy
29,073
+4,545
+19% +$68.9K 0.01% 425
2022
Q1 		$410K Sell
24,528
-6,434
-21% -$108K 0.01% 403
2021
Q4 		$488K Buy
30,962
+1,180
+4% +$17.8K 0.01% 374
2021
Q3 		$424K Sell
29,782
-734
-2% -$10.6K 0.01% 392
2021
Q2 		$445K Buy
30,516
+1,002
+3% +$15.8K 0.01% 390
2021
Q1 		$465K Buy
29,514
+256
+0.9% +$3.54K 0.02% 344
2020
Q4 		$347K Buy
29,258
+619
+2% +$6.5K 0.02% 391
2020
Q3 		$268K Buy
28,639
+2,811
+11% +$26.8K 0.02% 397
2020
Q2 		$251K Sell
25,828
-609
-2% -$5.98K 0.02% 347
2020
Q1 		$257K Sell
26,437
-10,253
-28% -$134K 0.02% 375
2019
Q4 		$582K Buy
36,690
+190
+0.5% +$3.04K 0.06% 220
2019
Q3 		$554K Buy
36,500
+14,612
+67% +$208K 0.06% 216
2019
Q2 		$327K Buy
21,888
+11,730
+115% +$178K 0.04% 315
2019
Q1 		$157K Buy
+10,158
New +$157K 0.02% 403
2017
Q3 		– Sell
-24,097
Closed -$310K – 297
2017
Q2 		$310K Sell
24,097
-9,881
-29% -$138K 0.07% 215
2017
Q1 		$468K Buy
33,978
+183
+0.5% +$2.46K 0.14% 144
2016
Q4 		$455K Buy
33,795
+229
+0.7% +$3.06K 0.15% 124
2016
Q3 		$444K Sell
33,566
-202
-0.6% -$2.49K 0.15% 114
2016
Q2 		$359K Sell
33,768
-25
-0.1% -$254 0.12% 137
2016
Q1 		$348K Buy
+33,793
New +$283K 0.12% 134

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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Buckingham Strategic Wealth's HPE Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Hewlett Packard (HPE) stake by 15% in Q2 2024, buying an estimated $108K and bringing the position to 44,905 shares worth $951K. The position accounts for 0.01% of the portfolio, ranked #337.

Buckingham Strategic Wealth first reported a position in HPE in Q1 2016 and has held it in 28 quarters since. 979 funds tracked by Wall St. Rank hold HPE as of Q2 2024.

  • Buckingham Strategic Wealth held 44,905 shares of Hewlett Packard worth $951K as of Q2 2024.
  • Buckingham Strategic Wealth bought 5,835 Hewlett Packard shares in Q2 2024, an estimated $108K.
  • Hewlett Packard made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #337 holding.
  • Buckingham Strategic Wealth first reported a position in Hewlett Packard in Q1 2016 and has held it in 28 quarters since.
  • 979 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.