Epoch Investment Partners’s Hewlett Packard HPE Stock Holding History

Epoch Investment Partners’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
2026 Q1	$130M	Sell	5,458,404 -28,237	-0.5%	-$626K	0.79%	32
2025 Q4	$132M	Buy	5,486,641 +362,991	+7%	+$8.55M	0.75%	47
2025 Q3	$126M	Buy	5,123,650 +57,267	+1%	+$1.27M	0.69%	52
2025 Q2	$104M	Buy	5,066,383 +23,865	+0.5%	+$400K	0.54%	66
2025 Q1	$77.8M	Buy	5,042,518 +145,484	+3%	+$2.9M	0.4%	93
2024 Q4	$105M	Buy	4,897,034 +951,516	+24%	+$20.1M	0.51%	67
2024 Q3	$80.7M	Buy	3,945,518 +359,797	+10%	+$6.88M	0.36%	107
2024 Q2	$75.9M	Sell	3,585,721 -152,883	-4%	-$2.82M	0.35%	100
2024 Q1	$66.3M	Buy	3,738,604 +712,480	+24%	+$11.6M	0.29%	119
2023 Q4	$51.4M	Buy	+3,026,124	New	+$49.3M	0.23%	160

Other funds holding HPE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return