CFA
HPE icon

Cahill Financial Advisors’s Hewlett Packard HPE Stock Holding History

Cahill Financial Advisors’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
2021
Q4 		– Sell
-234
Closed -$3K – 451
2021
Q3 		$3K Buy
+234
New +$3.38K ﹤0.01% 749

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Cahill Financial Advisors's HPE Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Hewlett Packard (HPE) in Q4 2021, closing a stake of 234 shares — an estimated $3K sold.

Cahill Financial Advisors first reported a position in HPE in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 833 funds tracked by Wall St. Rank hold HPE as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Hewlett Packard position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 234 Hewlett Packard shares in Q4 2021, an estimated $3K.
  • Cahill Financial Advisors first reported a position in Hewlett Packard in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Hewlett Packard position peaked at $3K in Q3 2021.
  • 833 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.