FGC
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Financial Gravity Companies’s Hewlett Packard HPE Stock Holding History

Financial Gravity Companies’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 		$86K Buy
+5,491
New +$82.2K 0.08% 221
2018
Q1 		$94K Buy
5,494
+5,474
+27,370% +$93K 0.1% 197
2017
Q4 		$0 Buy
+20
New +$284 ﹤0.01% 1397

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Companies's HPE Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Hewlett Packard (HPE) in Q4 2018: 5,491 shares worth $86K. The stake represents 0.08% of the portfolio and ranks #221 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HPE as recently as Q1 2018.

Financial Gravity Companies first reported a position in HPE in Q4 2017 and has held it in 3 quarters since. The position peaked at $94K in Q1 2018. 792 funds tracked by Wall St. Rank hold HPE as of Q4 2018.

  • Financial Gravity Companies held 5,491 shares of Hewlett Packard worth $86K as of Q4 2018.
  • Hewlett Packard was a new Financial Gravity Companies position in Q4 2018.
  • Hewlett Packard made up 0.08% of Financial Gravity Companies's portfolio in Q4 2018, its #221 holding.
  • Financial Gravity Companies first reported a position in Hewlett Packard in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Hewlett Packard position peaked at $94K in Q1 2018.
  • 792 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.