Burns Matteson Capital Management’s Hewlett Packard HPE Stock Holding History

Burns Matteson 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
2025 Q2	–	Sell	-20,733	Closed	-$320K	–	200
2025 Q1	$320K	Buy	+20,733	New	+$413K	0.17%	116
2024 Q4	–	Sell	-16,481	Closed	-$337K	–	176
2024 Q3	$337K	Buy	+16,481	New	+$315K	0.19%	106
2022 Q4	–	Sell	-19,585	Closed	-$235K	–	155
2022 Q3	$235K	Sell	19,585 -16,963	-46%	-$231K	0.17%	95
2022 Q2	$485K	Buy	36,548 +8,907	+32%	+$135K	0.34%	79
2022 Q1	$462K	Buy	+27,641	New	+$463K	0.32%	60

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Burns Matteson Capital Management's HPE Position: Q2 2025 in Review

Burns Matteson Capital Management sold out of Hewlett Packard (HPE) in Q2 2025, closing a stake of 20,733 shares — an estimated $320K sold.

Burns Matteson Capital Management first reported a position in HPE in Q1 2022 and held it in 5 quarters. The position peaked at $485K in Q2 2022. 1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

Burns Matteson Capital Management reported no remaining Hewlett Packard position as of Q2 2025 after selling out during the quarter.
Burns Matteson Capital Management sold 20,733 Hewlett Packard shares in Q2 2025, an estimated $320K.
Burns Matteson Capital Management first reported a position in Hewlett Packard in Q1 2022 and held it in 5 quarters.
Burns Matteson Capital Management's Hewlett Packard position peaked at $485K in Q2 2022.
1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on Burns Matteson Capital Management's 13F filing for Q2 2025, filed 15 Jul 2025.