Custom Index Systems’s Hewlett Packard HPE Stock Holding History

Custom Index Systems’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 Q1	–	Sell	-17,612	Closed	-$299K	–	276
2023 Q4	$299K	Buy	+17,612	New	+$287K	0.18%	171

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Custom Index Systems's HPE Position: Q1 2024 in Review

Custom Index Systems sold out of Hewlett Packard (HPE) in Q1 2024, closing a stake of 17,612 shares — an estimated $299K sold.

Custom Index Systems first reported a position in HPE in Q4 2023 and held it in 1 quarter. The position peaked at $299K in Q4 2023. 900 funds tracked by Wall St. Rank hold HPE as of Q1 2024.

Custom Index Systems reported no remaining Hewlett Packard position as of Q1 2024 after selling out during the quarter.
Custom Index Systems sold 17,612 Hewlett Packard shares in Q1 2024, an estimated $299K.
Custom Index Systems first reported a position in Hewlett Packard in Q4 2023 and held it in 1 quarter.
Custom Index Systems's Hewlett Packard position peaked at $299K in Q4 2023.
900 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2024.

Based on Custom Index Systems's 13F filing for Q1 2024, filed 14 May 2024.