Bull Oak Capital’s Hewlett Packard HPE Stock Holding History

Bull Oak Capital’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 Q4	–	Sell	-269	Closed	-$5.5K	–	51
2024 Q3	$5.5K	Buy	+269	New	+$5.14K	﹤0.01%	75

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bull Oak Capital's HPE Position: Q4 2024 in Review

Bull Oak Capital sold out of Hewlett Packard (HPE) in Q4 2024, closing a stake of 269 shares — an estimated $5.5K sold.

Bull Oak Capital first reported a position in HPE in Q3 2024 and held it in 1 quarter. The position peaked at $5.5K in Q3 2024. 1,087 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

Bull Oak Capital reported no remaining Hewlett Packard position as of Q4 2024 after selling out during the quarter.
Bull Oak Capital sold 269 Hewlett Packard shares in Q4 2024, an estimated $5.5K.
Bull Oak Capital first reported a position in Hewlett Packard in Q3 2024 and held it in 1 quarter.
Bull Oak Capital's Hewlett Packard position peaked at $5.5K in Q3 2024.
1,087 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.