Elmwood Wealth Management’s Hewlett Packard HPE Stock Holding History

Elmwood Wealth Management’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
2022 Q1	–	Sell	-1,792	Closed	-$28K	–	196
2021 Q4	$28K	Buy	+1,792	New	+$27K	0.01%	227
2021 Q2	$26K	Hold	1,792	–	–	0.01%	206
2021 Q1	$28K	Buy	+1,792	New	+$24.8K	0.02%	193
2020 Q3	$28K	Hold	2,844	–	–	0.02%	147
2020 Q2	$28K	Sell	2,844 -500	-15%	-$4.91K	0.02%	147
2020 Q1	$58.7K	Buy	+3,344	New	+$43.8K	0.06%	121
2019 Q4	–	Sell	-2,844	Closed	-$43K	–	156
2019 Q3	$43K	Hold	2,844	–	–	0.04%	118
2019 Q2	$43K	Hold	2,844	–	–	0.04%	130
2019 Q1	$44K	Sell	2,844 -500	-15%	-$7.71K	0.04%	129
2018 Q4	$44K	Hold	3,344	–	–	0.04%	133
2018 Q3	$54.5K	Hold	3,344	–	–	0.05%	134
2018 Q2	$48.9K	Hold	3,344	–	–	0.04%	131
2018 Q1	$58.7K	Buy	+3,344	New	+$56.8K	0.06%	121

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Elmwood Wealth Management's HPE Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Hewlett Packard (HPE) in Q1 2022, closing a stake of 1,792 shares — an estimated $28K sold.

Elmwood Wealth Management first reported a position in HPE in Q1 2018 and held it in 13 quarters. The position peaked at $58.7K in Q1 2020. 848 funds tracked by Wall St. Rank hold HPE as of Q1 2022.

Elmwood Wealth Management reported no remaining Hewlett Packard position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 1,792 Hewlett Packard shares in Q1 2022, an estimated $28K.
Elmwood Wealth Management first reported a position in Hewlett Packard in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Hewlett Packard position peaked at $58.7K in Q1 2020.
848 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.