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Cedar Wealth Management’s Hewlett Packard HPE Stock Holding History

Cedar Wealth 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
2020
Q2 		– Sell
-7,230
Closed -$70K – 227
2020
Q1 		$70K Sell
7,230
-3,958
-35% -$51.8K 0.05% 113
2019
Q4 		$177K Sell
11,188
-765
-6% -$12.2K 0.1% 67
2019
Q3 		$181K Sell
11,953
-1,170
-9% -$16.6K 0.12% 71
2019
Q2 		$196K Hold
13,123
– – 0.13% 67
2019
Q1 		$202K Sell
13,123
-1,630
-11% -$25.1K 0.13% 55
2018
Q4 		$195K Sell
14,753
-260
-2% -$3.89K 0.14% 51
2018
Q3 		$245K Hold
15,013
– – 0.13% 50
2018
Q2 		$219K Hold
15,013
– – 0.12% 46
2018
Q1 		$263K Buy
15,013
+978
+7% +$16.6K 0.16% 39
2017
Q4 		$202K Buy
14,035
+345
+3% +$4.9K 0.12% 51
2017
Q3 		$201K Sell
13,690
-2,203
-14% -$30.1K 0.12% 51
2017
Q2 		$205K Sell
15,893
-2,089
-12% -$29.1K 0.13% 48
2017
Q1 		$248K Buy
17,982
+302
+2% +$4.06K 0.15% 41
2016
Q4 		$238K Buy
17,680
+3,174
+22% +$42.4K 0.16% 43
2016
Q3 		$192K Buy
14,506
+379
+3% +$4.68K 0.13% 37
2016
Q2 		$150K Buy
14,127
+2,152
+18% +$21.9K 0.1% 53
2016
Q1 		$123K Buy
+11,975
New +$100K 0.08% 44

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cedar Wealth Management's HPE Position: Q2 2020 in Review

Cedar Wealth Management sold out of Hewlett Packard (HPE) in Q2 2020, closing a stake of 7,230 shares — an estimated $70K sold.

Cedar Wealth Management first reported a position in HPE in Q1 2016 and held it in 17 quarters. The position peaked at $263K in Q1 2018. 722 funds tracked by Wall St. Rank hold HPE as of Q2 2020.

  • Cedar Wealth Management reported no remaining Hewlett Packard position as of Q2 2020 after selling out during the quarter.
  • Cedar Wealth Management sold 7,230 Hewlett Packard shares in Q2 2020, an estimated $70K.
  • Cedar Wealth Management first reported a position in Hewlett Packard in Q1 2016 and held it in 17 quarters.
  • Cedar Wealth Management's Hewlett Packard position peaked at $263K in Q1 2018.
  • 722 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2020.

Based on Cedar Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.