DFPG Investments’s Hewlett Packard HPE Stock Holding History

DFPG Investments’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	-12,693	Closed	-$198K	–	629
2023 Q3	$198K	Sell	12,693 -707	-5%	-$12.2K	0.02%	556
2023 Q2	$231K	Buy	+13,400	New	+$205K	0.02%	525

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

DFPG Investments's HPE Position: Q4 2023 in Review

DFPG Investments sold out of Hewlett Packard (HPE) in Q4 2023, closing a stake of 12,693 shares — an estimated $198K sold.

DFPG Investments first reported a position in HPE in Q2 2023 and held it in 2 quarters. The position peaked at $231K in Q2 2023. 900 funds tracked by Wall St. Rank hold HPE as of Q4 2023.

DFPG Investments reported no remaining Hewlett Packard position as of Q4 2023 after selling out during the quarter.
DFPG Investments sold 12,693 Hewlett Packard shares in Q4 2023, an estimated $198K.
DFPG Investments first reported a position in Hewlett Packard in Q2 2023 and held it in 2 quarters.
DFPG Investments's Hewlett Packard position peaked at $231K in Q2 2023.
900 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.