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Evergreen Capital Management’s Hewlett Packard HPE Stock Holding History

Evergreen Capital 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
2026
Q1 		$510K Sell
21,307
-3,967
-16% -$87.9K 0.01% 774
2025
Q4 		$610K Sell
25,274
-212
-0.8% -$4.99K 0.01% 629
2025
Q3 		$629K Buy
25,486
+2,414
+10% +$53.4K 0.01% 559
2025
Q2 		$475K Buy
23,072
+1,619
+8% +$27.1K 0.01% 574
2025
Q1 		$334K Sell
21,453
-773
-3% -$15.4K 0.01% 686
2024
Q4 		$477K Sell
22,226
-716
-3% -$15.1K 0.02% 529
2024
Q3 		$472K Buy
22,942
+603
+3% +$11.5K 0.02% 523
2024
Q2 		$476K Buy
22,339
+1,315
+6% +$24.2K 0.02% 481
2024
Q1 		$375K Buy
21,024
+2,799
+15% +$45.5K 0.01% 543
2023
Q4 		$312K Buy
18,225
+328
+2% +$5.34K 0.01% 576
2023
Q3 		$313K Buy
17,897
+78
+0.4% +$1.34K 0.01% 536
2023
Q2 		$301K Buy
17,819
+2,498
+16% +$38.2K 0.01% 554
2023
Q1 		$245K Sell
15,321
-4,061
-21% -$63.8K 0.01% 584
2022
Q4 		$311K Buy
19,382
+513
+3% +$7.56K 0.01% 474
2022
Q3 		$228K Buy
18,869
+1,580
+9% +$21.5K 0.01% 517
2022
Q2 		$230K Buy
+17,289
New +$262K 0.01% 488
2020
Q4 		– Sell
-10,060
Closed -$94K – 459
2020
Q3 		$94K Sell
10,060
-2,617
-21% -$25K 0.01% 411
2020
Q2 		$123K Sell
12,677
-2,174
-15% -$21.3K 0.01% 377
2020
Q1 		$144K Buy
14,851
+2,064
+16% +$27K 0.01% 341
2019
Q4 		$203K Buy
12,787
+578
+5% +$9.23K 0.02% 437
2019
Q3 		$185K Sell
12,209
-1,013
-8% -$14.4K 0.02% 401
2019
Q2 		$198K Buy
13,222
+724
+6% +$11K 0.02% 397
2019
Q1 		$193K Buy
12,498
+311
+3% +$4.79K 0.02% 366
2018
Q4 		$161K Buy
+12,187
New +$183K 0.02% 353

Other funds holding HPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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 $1.56T 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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Evergreen Capital Management's HPE Position: Q1 2026 in Review

Evergreen Capital Management reduced its Hewlett Packard (HPE) stake by 16% in Q1 2026, selling an estimated $87.9K and leaving 21,307 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #774.

Evergreen Capital Management first reported a position in HPE in Q4 2018 and has held it in 24 quarters since. The position peaked at $629K in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Evergreen Capital Management held 21,307 shares of Hewlett Packard worth $510K as of Q1 2026.
  • Evergreen Capital Management sold 3,967 Hewlett Packard shares in Q1 2026, an estimated $87.9K.
  • Hewlett Packard made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #774 holding.
  • Evergreen Capital Management first reported a position in Hewlett Packard in Q4 2018 and has held it in 24 quarters since.
  • Evergreen Capital Management's Hewlett Packard position peaked at $629K in Q3 2025.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.