EWM
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Evermay Wealth Management’s Hewlett Packard HPE Stock Holding History

Evermay 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
2024
Q2 		– Sell
-398
Closed -$7.34K – 596
2024
Q1 		$7.11K Sell
398
-18
-4% -$292 ﹤0.01% 490
2023
Q4 		$7.12K Buy
416
+24
+6% +$391 ﹤0.01% 469
2023
Q3 		$6.86K Buy
392
+2
+0.5% +$34 ﹤0.01% 456
2023
Q2 		$6.59K Buy
390
+3
+0.8% +$46 ﹤0.01% 451
2023
Q1 		$6.21K Buy
387
+3
+0.8% +$47 ﹤0.01% 449
2022
Q4 		$6.17K Buy
384
+4
+1% +$59 ﹤0.01% 445
2022
Q3 		$5K Sell
380
-122
-24% -$1.66K ﹤0.01% 441
2022
Q2 		$7K Buy
502
+128
+34% +$1.94K ﹤0.01% 426
2022
Q1 		$6K Buy
374
+3
+0.8% +$50 ﹤0.01% 446
2021
Q4 		$6K Buy
371
+3
+0.8% +$45 ﹤0.01% 439
2021
Q3 		$5K Buy
368
+3
+0.8% +$43 ﹤0.01% 416
2021
Q2 		$5K Buy
+365
New +$5.76K ﹤0.01% 449

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evermay Wealth Management's HPE Position: Q2 2024 in Review

Evermay Wealth Management sold out of Hewlett Packard (HPE) in Q2 2024, closing a stake of 398 shares — an estimated $7.34K sold.

Evermay Wealth Management first reported a position in HPE in Q2 2021 and held it in 12 quarters. The position peaked at $7.12K in Q4 2023. 979 funds tracked by Wall St. Rank hold HPE as of Q2 2024.

  • Evermay Wealth Management reported no remaining Hewlett Packard position as of Q2 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 398 Hewlett Packard shares in Q2 2024, an estimated $7.34K.
  • Evermay Wealth Management first reported a position in Hewlett Packard in Q2 2021 and held it in 12 quarters.
  • Evermay Wealth Management's Hewlett Packard position peaked at $7.12K in Q4 2023.
  • 979 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2024.

Based on Evermay Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.