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Caldwell & Orkin’s Hewlett Packard HPE Stock Holding History

Caldwell & Orkin’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
2017
Q1 		– Sell
-60,392
Closed -$812K – 93
2016
Q4 		$812K Hold
60,392
– – 0.52% 65
2016
Q3 		$799K Sell
60,392
-212,832
-78% -$2.63M 0.55% 45
2016
Q2 		$2.9M Buy
+273,224
New +$2.78M 1.26% 33

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Caldwell & Orkin's HPE Position: Q1 2017 in Review

Caldwell & Orkin sold out of Hewlett Packard (HPE) in Q1 2017, closing a stake of 60,392 shares — an estimated $812K sold.

Caldwell & Orkin first reported a position in HPE in Q2 2016 and held it in 3 quarters. The position peaked at $2.9M in Q2 2016. 791 funds tracked by Wall St. Rank hold HPE as of Q1 2017.

  • Caldwell & Orkin reported no remaining Hewlett Packard position as of Q1 2017 after selling out during the quarter.
  • Caldwell & Orkin sold 60,392 Hewlett Packard shares in Q1 2017, an estimated $812K.
  • Caldwell & Orkin first reported a position in Hewlett Packard in Q2 2016 and held it in 3 quarters.
  • Caldwell & Orkin's Hewlett Packard position peaked at $2.9M in Q2 2016.
  • 791 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2017.

Based on Caldwell & Orkin's 13F filing for Q1 2017, filed 5 May 2017.