Essential Planning’s Hewlett Packard HPE Stock Holding History

Essential Planning’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
2025 Q1	–	Sell	-11,960	Closed	-$252K	–	165
2024 Q4	$252K	Buy	+11,960	New	+$252K	﹤0.01%	296

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Essential Planning's HPE Position: Q1 2025 in Review

Essential Planning sold out of Hewlett Packard (HPE) in Q1 2025, closing a stake of 11,960 shares — an estimated $252K sold.

Essential Planning first reported a position in HPE in Q4 2024 and held it in 1 quarter. The position peaked at $252K in Q4 2024. 1,030 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

Essential Planning reported no remaining Hewlett Packard position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 11,960 Hewlett Packard shares in Q1 2025, an estimated $252K.
Essential Planning first reported a position in Hewlett Packard in Q4 2024 and held it in 1 quarter.
Essential Planning's Hewlett Packard position peaked at $252K in Q4 2024.
1,030 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.