Financial Gravity Asset Management’s Hewlett Packard HPE Stock Holding History

Financial Gravity Asset 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 Q1	–	Sell	-13	Closed	-$214	–	1255
2023 Q4	$214	Buy	+13	New	+$212	﹤0.01%	1030
2021 Q3	$14K	Hold	13	–	–	0.01%	846
2021 Q2	$15K	Buy	+13	New	+$205	0.01%	858
2020 Q4	$0	Buy	+12	New	+$126	﹤0.01%	571
2019 Q4	$16K	Sell	1,635 -950	-37%	-$15.2K	0.01%	1087
2019 Q3	$39K	Sell	2,585 -603	-19%	-$8.57K	0.03%	330
2019 Q2	$48K	Sell	3,188 -701	-18%	-$10.6K	0.04%	326
2019 Q1	$62K	Buy	+3,889	New	+$59.9K	0.05%	269
2018 Q3	$79K	Buy	5,432 +130	+2%	+$2.08K	0.08%	241
2018 Q2	$84K	Sell	5,302 -192	-3%	-$3.18K	0.08%	238
2018 Q1	$94K	Buy	+5,494	New	+$93.3K	0.1%	197

Other funds holding HPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Gravity Asset Management's HPE Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Hewlett Packard (HPE) in Q1 2024, closing a stake of 13 shares — an estimated $214 sold.

Financial Gravity Asset Management first reported a position in HPE in Q1 2018 and held it in 11 quarters. The position peaked at $94K in Q1 2018. 901 funds tracked by Wall St. Rank hold HPE as of Q1 2024.

Financial Gravity Asset Management reported no remaining Hewlett Packard position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 13 Hewlett Packard shares in Q1 2024, an estimated $214.
Financial Gravity Asset Management first reported a position in Hewlett Packard in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Hewlett Packard position peaked at $94K in Q1 2018.
901 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.