Claris Advisors’s Hewlett Packard HPE Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-1,774	Closed	-$36.3K	–	543
2024 Q3	$36.3K	Buy	+1,774	New	+$33.9K	0.02%	146

Other funds holding HPE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Claris Advisors's HPE Position: Q4 2024 in Review

Claris Advisors sold out of Hewlett Packard (HPE) in Q4 2024, closing a stake of 1,774 shares — an estimated $36.3K sold.

Claris Advisors first reported a position in HPE in Q3 2024 and held it in 1 quarter. The position peaked at $36.3K in Q3 2024. 1,087 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

Claris Advisors reported no remaining Hewlett Packard position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1,774 Hewlett Packard shares in Q4 2024, an estimated $36.3K.
Claris Advisors first reported a position in Hewlett Packard in Q3 2024 and held it in 1 quarter.
Claris Advisors's Hewlett Packard position peaked at $36.3K in Q3 2024.
1,087 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.