First National Bank of South Miami’s Hewlett Packard HPE Stock Holding History

First National Bank of South Miami’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
2023 Q2	$1.68K	Sell	100 -800	-89%	-$12.2K	﹤0.01%	238
2023 Q1	$14.3K	Hold	900	–	–	0.01%	229
2022 Q4	$14K	Hold	900	–	–	0.01%	235
2022 Q3	$11K	Hold	900	–	–	0.01%	241
2022 Q2	$12K	Hold	900	–	–	0.01%	252
2022 Q1	$15K	Hold	900	–	–	0.01%	268
2021 Q4	$14K	Hold	900	–	–	0.01%	286
2021 Q3	$13K	Hold	900	–	–	0.01%	269
2021 Q2	$13K	Hold	900	–	–	0.01%	264
2021 Q1	$14K	Hold	900	–	–	0.01%	247
2020 Q4	$11K	Hold	900	–	–	0.01%	241
2020 Q3	$8K	Hold	900	–	–	0.01%	235
2020 Q2	$9K	Hold	900	–	–	0.01%	233
2020 Q1	$9K	Hold	900	–	–	0.01%	221
2019 Q4	$14K	Hold	900	–	–	0.01%	212
2019 Q3	$12K	Hold	900	–	–	0.01%	229
2019 Q2	$13K	Hold	900	–	–	0.01%	227
2019 Q1	$14K	Hold	900	–	–	0.01%	231
2018 Q4	$14K	Buy	+900	New	+$13.5K	0.01%	233

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 $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

First National Bank of South Miami's HPE Position: Q2 2023 in Review

First National Bank of South Miami reduced its Hewlett Packard (HPE) stake by 89% in Q2 2023, selling an estimated $12.2K and leaving 100 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

First National Bank of South Miami first reported a position in HPE in Q4 2018 and has held it in 19 quarters since. The position peaked at $15K in Q1 2022. 858 funds tracked by Wall St. Rank hold HPE as of Q2 2023.

First National Bank of South Miami held 100 shares of Hewlett Packard worth $1.68K as of Q2 2023.
First National Bank of South Miami sold 800 Hewlett Packard shares in Q2 2023, an estimated $12.2K.
Hewlett Packard made up ﹤0.01% of First National Bank of South Miami's portfolio in Q2 2023, its #238 holding.
First National Bank of South Miami first reported a position in Hewlett Packard in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's Hewlett Packard position peaked at $15K in Q1 2022.
858 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.