Claraphi Advisory Network’s Hewlett Packard HPE Stock Holding History

Claraphi Advisory Network’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 Q4	$341K	Buy	21,378 +10,689	+100%	+$158K	0.14%	151
2022 Q3	$128K	Sell	10,689 -253	-2%	-$3.44K	0.07%	187
2022 Q2	$145K	Buy	+10,942	New	+$166K	0.05%	256
2021 Q4	–	Sell	-16,249	Closed	-$232K	–	308
2021 Q3	$232K	Buy	16,249 +463	+3%	+$6.68K	0.08%	265
2021 Q2	$230K	Buy	15,786 +4,568	+41%	+$72.1K	0.07%	287
2021 Q1	$177K	Buy	11,218 +429	+4%	+$5.94K	0.05%	298
2020 Q4	$128K	Hold	10,789	–	–	0.03%	273
2020 Q3	$101K	Hold	10,789	–	–	0.04%	241
2020 Q2	$105K	Sell	10,789 -150	-1%	-$1.47K	0.04%	266
2020 Q1	$106K	Sell	10,939 -1	-0%	-$13	0.05%	321
2019 Q4	$174K	Buy	10,940 +1	+0%	+$16	0.11%	189
2019 Q3	$166K	Sell	10,939 -1	-0%	-$14	0.1%	212
2019 Q2	$164K	Hold	10,940	–	–	0.1%	226
2019 Q1	$169K	Hold	10,940	–	–	0.11%	219
2018 Q4	$145K	Buy	+10,940	New	+$164K	0.11%	197

Other funds holding HPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Claraphi Advisory Network's HPE Position: Q4 2022 in Review

Claraphi Advisory Network increased its Hewlett Packard (HPE) stake by 100% in Q4 2022, buying an estimated $158K and bringing the position to 21,378 shares worth $341K. The position accounts for 0.14% of the portfolio, ranked #151.

Claraphi Advisory Network first reported a position in HPE in Q4 2018 and has held it in 15 quarters since. 849 funds tracked by Wall St. Rank hold HPE as of Q4 2022.

Claraphi Advisory Network held 21,378 shares of Hewlett Packard worth $341K as of Q4 2022.
Claraphi Advisory Network bought 10,689 Hewlett Packard shares in Q4 2022, an estimated $158K.
Hewlett Packard made up 0.14% of Claraphi Advisory Network's portfolio in Q4 2022, its #151 holding.
Claraphi Advisory Network first reported a position in Hewlett Packard in Q4 2018 and has held it in 15 quarters since.
849 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.