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Edge Capital Group’s Hewlett Packard HPE Stock Holding History

Edge Capital Group’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
2021
Q3 		– Sell
-90,250
Closed -$1.32M – 283
2021
Q2 		$1.32M Sell
90,250
-54,050
-37% -$854K 0.11% 118
2021
Q1 		$2.27M Buy
+144,300
New +$2M 0.19% 90

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edge Capital Group's HPE Position: Q3 2021 in Review

Edge Capital Group sold out of Hewlett Packard (HPE) in Q3 2021, closing a stake of 90,250 shares — an estimated $1.32M sold.

Edge Capital Group first reported a position in HPE in Q1 2021 and held it in 2 quarters. The position peaked at $2.27M in Q1 2021. 768 funds tracked by Wall St. Rank hold HPE as of Q3 2021.

  • Edge Capital Group reported no remaining Hewlett Packard position as of Q3 2021 after selling out during the quarter.
  • Edge Capital Group sold 90,250 Hewlett Packard shares in Q3 2021, an estimated $1.32M.
  • Edge Capital Group first reported a position in Hewlett Packard in Q1 2021 and held it in 2 quarters.
  • Edge Capital Group's Hewlett Packard position peaked at $2.27M in Q1 2021.
  • 768 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2021.

Based on Edge Capital Group's 13F filing for Q3 2021, filed 26 Oct 2021.