Evercore Wealth Management’s Hewlett Packard HPE Stock Holding History

Evercore 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
2018 Q4	–	Sell	-10,700	Closed	-$175K	–	391
2018 Q3	$175K	Hold	10,700	–	–	0.01%	411
2018 Q2	$156K	Buy	+10,700	New	+$177K	0.01%	397
2018 Q1	–	Sell	-5,200	Closed	-$75K	–	538
2017 Q4	$75K	Hold	5,200	–	–	﹤0.01%	515
2017 Q3	$76K	Sell	5,200 -1,503	-22%	-$20.5K	﹤0.01%	513
2017 Q2	$86K	Sell	6,703 -2,524	-27%	-$35.1K	﹤0.01%	499
2017 Q1	$127K	Sell	9,227 -957	-9%	-$12.9K	0.01%	435
2016 Q4	$137K	Buy	10,184 +95	+0.9%	+$1.27K	0.01%	438
2016 Q3	$133K	Buy	10,089 +3,441	+52%	+$42.5K	0.01%	439
2016 Q2	$71K	Sell	6,648 -752	-10%	-$7.65K	﹤0.01%	515
2016 Q1	$76K	Hold	7,400	–	–	﹤0.01%	500
2015 Q4	$65K	Buy	+7,400	New	+$62K	﹤0.01%	548

Other funds holding HPE

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evercore Wealth Management's HPE Position: Q4 2018 in Review

Evercore Wealth Management sold out of Hewlett Packard (HPE) in Q4 2018, closing a stake of 10,700 shares — an estimated $175K sold.

Evercore Wealth Management first reported a position in HPE in Q4 2015 and held it in 11 quarters. The position peaked at $175K in Q3 2018. 792 funds tracked by Wall St. Rank hold HPE as of Q4 2018.

Evercore Wealth Management reported no remaining Hewlett Packard position as of Q4 2018 after selling out during the quarter.
Evercore Wealth Management sold 10,700 Hewlett Packard shares in Q4 2018, an estimated $175K.
Evercore Wealth Management first reported a position in Hewlett Packard in Q4 2015 and held it in 11 quarters.
Evercore Wealth Management's Hewlett Packard position peaked at $175K in Q3 2018.
792 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2018.

Based on Evercore Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.