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FormulaFolio Investments’s Hewlett Packard HPE Stock Holding History

FormulaFolio Investments’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
2020
Q1 		– Sell
-10,218
Closed -$162K – 321
2019
Q4 		$162K Buy
+10,218
New +$163K 0.01% 355
2017
Q4 		– Sell
-10,056
Closed -$148K – 257
2017
Q3 		$148K Buy
+10,056
New +$137K 0.01% 218

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

FormulaFolio Investments's HPE Position: Q1 2020 in Review

FormulaFolio Investments sold out of Hewlett Packard (HPE) in Q1 2020, closing a stake of 10,218 shares — an estimated $162K sold.

FormulaFolio Investments first reported a position in HPE in Q3 2017 and held it in 2 quarters. The position peaked at $162K in Q4 2019. 733 funds tracked by Wall St. Rank hold HPE as of Q1 2020.

  • FormulaFolio Investments reported no remaining Hewlett Packard position as of Q1 2020 after selling out during the quarter.
  • FormulaFolio Investments sold 10,218 Hewlett Packard shares in Q1 2020, an estimated $162K.
  • FormulaFolio Investments first reported a position in Hewlett Packard in Q3 2017 and held it in 2 quarters.
  • FormulaFolio Investments's Hewlett Packard position peaked at $162K in Q4 2019.
  • 733 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2020.

Based on FormulaFolio Investments's 13F filing for Q1 2020, filed 14 May 2020.