CCP
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Carmel Capital Partners’s Hewlett Packard HPE Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-439
Closed -$7.63K – 388
2023
Q3 		$7.63K Buy
439
+239
+120% +$4.11K ﹤0.01% 504
2023
Q2 		$3.36K Hold
200
– – ﹤0.01% 337
2023
Q1 		$3.19K Buy
+200
New +$3.14K ﹤0.01% 384

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Carmel Capital Partners's HPE Position: Q4 2023 in Review

Carmel Capital Partners sold out of Hewlett Packard (HPE) in Q4 2023, closing a stake of 439 shares — an estimated $7.63K sold.

Carmel Capital Partners first reported a position in HPE in Q1 2023 and held it in 3 quarters. The position peaked at $7.63K in Q3 2023. 900 funds tracked by Wall St. Rank hold HPE as of Q4 2023.

  • Carmel Capital Partners reported no remaining Hewlett Packard position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 439 Hewlett Packard shares in Q4 2023, an estimated $7.63K.
  • Carmel Capital Partners first reported a position in Hewlett Packard in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Hewlett Packard position peaked at $7.63K in Q3 2023.
  • 900 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.