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Carl Stuart Investment Advisor’s Hewlett Packard HPE Stock Holding History

Carl Stuart Investment Advisor’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
2022
Q2 		– Sell
-1,458
Closed -$244K – 54
2022
Q1 		$244K Buy
+1,458
New +$24.4K 0.02% 91

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carl Stuart Investment Advisor's HPE Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of Hewlett Packard (HPE) in Q2 2022, closing a stake of 1,458 shares — an estimated $244K sold.

Carl Stuart Investment Advisor first reported a position in HPE in Q1 2022 and held it in 1 quarter. The position peaked at $244K in Q1 2022. 820 funds tracked by Wall St. Rank hold HPE as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining Hewlett Packard position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 1,458 Hewlett Packard shares in Q2 2022, an estimated $244K.
  • Carl Stuart Investment Advisor first reported a position in Hewlett Packard in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Hewlett Packard position peaked at $244K in Q1 2022.
  • 820 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.