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Disciplined Investments’s Hewlett Packard HPE Stock Holding History

Disciplined 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
Q3 		– Sell
-758
Closed -$12.7K – 740
2023
Q2 		$12.7K Buy
758
+13
+2% +$199 0.01% 311
2023
Q1 		$11.9K Sell
745
-8
-1% -$126 0.01% 337
2022
Q4 		$12K Buy
753
+42
+6% +$619 0.01% 309
2022
Q3 		$9K Sell
711
-65
-8% -$883 ﹤0.01% 366
2022
Q2 		$10K Buy
776
+21
+3% +$318 ﹤0.01% 374
2022
Q1 		$13K Buy
755
+105
+16% +$1.76K 0.01% 364
2021
Q4 		$10K Hold
650
– – ﹤0.01% 351
2021
Q3 		$9K Hold
650
– – ﹤0.01% 312
2021
Q2 		$9K Sell
650
-500
-43% -$7.9K ﹤0.01% 306
2021
Q1 		$18K Sell
1,150
-751
-40% -$10.4K 0.01% 238
2020
Q4 		$23K Hold
1,901
– – 0.02% 190
2020
Q3 		$18K Hold
1,901
– – 0.01% 223
2020
Q2 		$18K Hold
1,901
– – 0.01% 234
2020
Q1 		$18K Buy
1,901
+751
+65% +$9.84K 0.02% 223
2019
Q4 		$18K Buy
+1,150
New +$18.4K 0.02% 249

Other funds holding HPE

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Disciplined Investments's HPE Position: Q3 2023 in Review

Disciplined Investments sold out of Hewlett Packard (HPE) in Q3 2023, closing a stake of 758 shares — an estimated $12.7K sold.

Disciplined Investments first reported a position in HPE in Q4 2019 and held it in 15 quarters. The position peaked at $23K in Q4 2020. 856 funds tracked by Wall St. Rank hold HPE as of Q3 2023.

  • Disciplined Investments reported no remaining Hewlett Packard position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 758 Hewlett Packard shares in Q3 2023, an estimated $12.7K.
  • Disciplined Investments first reported a position in Hewlett Packard in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's Hewlett Packard position peaked at $23K in Q4 2020.
  • 856 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.