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Foresters Investment Management’s Hewlett Packard HPE Stock Holding History

Foresters Investment 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
2019
Q3 		– Sell
-175,900
Closed -$2.63M – 301
2019
Q2 		$2.63M Sell
175,900
-67,850
-28% -$1.03M 0.05% 309
2019
Q1 		$3.76M Sell
243,750
-136,550
-36% -$2.1M 0.07% 303
2018
Q4 		$5.02M Buy
380,300
+130,600
+52% +$1.96M 0.09% 263
2018
Q3 		$4.07M Hold
249,700
– – 0.06% 317
2018
Q2 		$3.65M Buy
249,700
+160,100
+179% +$2.65M 0.06% 295
2018
Q1 		$1.57M Hold
89,600
– – 0.03% 322
2017
Q4 		$1.29M Buy
89,600
+400
+0.4% +$5.68K 0.02% 341
2017
Q3 		$1.31M Sell
89,200
-894,217
-91% -$12.2M 0.02% 329
2017
Q2 		$12.7M Sell
983,417
-329,936
-25% -$4.59M 0.21% 153
2017
Q1 		$18.1M Sell
1,313,353
-1,402,297
-52% -$18.8M 0.32% 116
2016
Q4 		$37.6M Buy
2,715,650
+860
+0% +$11.5K 0.67% 40
2016
Q3 		$35.9M Buy
2,714,790
+433,839
+19% +$5.36M 0.67% 44
2016
Q2 		$24.2M Buy
2,280,951
+1,014,784
+80% +$10.3M 0.47% 77
2016
Q1 		$13M Hold
1,266,167
– – 0.26% 128
2015
Q4 		$11.2M Buy
+1,266,167
New +$10.6M 0.23% 141

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Foresters Investment Management's HPE Position: Q3 2019 in Review

Foresters Investment Management sold out of Hewlett Packard (HPE) in Q3 2019, closing a stake of 175,900 shares — an estimated $2.63M sold.

Foresters Investment Management first reported a position in HPE in Q4 2015 and held it in 15 quarters. The position peaked at $37.6M in Q4 2016. 729 funds tracked by Wall St. Rank hold HPE as of Q3 2019.

  • Foresters Investment Management reported no remaining Hewlett Packard position as of Q3 2019 after selling out during the quarter.
  • Foresters Investment Management sold 175,900 Hewlett Packard shares in Q3 2019, an estimated $2.63M.
  • Foresters Investment Management first reported a position in Hewlett Packard in Q4 2015 and held it in 15 quarters.
  • Foresters Investment Management's Hewlett Packard position peaked at $37.6M in Q4 2016.
  • 729 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.