EFH
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Eaton Financial Holdings’s Hewlett Packard HPE Stock Holding History

Eaton Financial Holdings’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
-39,235
Closed -$682K – 163
2023
Q3 		$682K Buy
+39,235
New +$675K 0.18% 105

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Eaton Financial Holdings's HPE Position: Q4 2023 in Review

Eaton Financial Holdings sold out of Hewlett Packard (HPE) in Q4 2023, closing a stake of 39,235 shares — an estimated $682K sold.

Eaton Financial Holdings first reported a position in HPE in Q3 2023 and held it in 1 quarter. The position peaked at $682K in Q3 2023. 900 funds tracked by Wall St. Rank hold HPE as of Q4 2023.

  • Eaton Financial Holdings reported no remaining Hewlett Packard position as of Q4 2023 after selling out during the quarter.
  • Eaton Financial Holdings sold 39,235 Hewlett Packard shares in Q4 2023, an estimated $682K.
  • Eaton Financial Holdings first reported a position in Hewlett Packard in Q3 2023 and held it in 1 quarter.
  • Eaton Financial Holdings's Hewlett Packard position peaked at $682K in Q3 2023.
  • 900 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2023.

Based on Eaton Financial Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.