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Freedman Financial Associates’s Hewlett Packard HPE Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-2,264
Closed -$37K – 176
2022
Q1 		$37K Hold
2,264
– – 0.03% 238
2021
Q4 		$36K Sell
2,264
-200
-8% -$3.02K 0.02% 240
2021
Q3 		$35K Buy
2,464
+200
+9% +$2.89K 0.03% 236
2021
Q2 		$33K Sell
2,264
-500
-18% -$7.9K 0.02% 238
2021
Q1 		$44K Hold
2,764
– – 0.04% 211
2020
Q4 		$33K Buy
+2,764
New +$29K 0.03% 237

Other funds holding HPE

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Freedman Financial Associates's HPE Position: Q2 2022 in Review

Freedman Financial Associates sold out of Hewlett Packard (HPE) in Q2 2022, closing a stake of 2,264 shares — an estimated $37K sold.

Freedman Financial Associates first reported a position in HPE in Q4 2020 and held it in 6 quarters. The position peaked at $44K in Q1 2021. 820 funds tracked by Wall St. Rank hold HPE as of Q2 2022.

  • Freedman Financial Associates reported no remaining Hewlett Packard position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 2,264 Hewlett Packard shares in Q2 2022, an estimated $37K.
  • Freedman Financial Associates first reported a position in Hewlett Packard in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Hewlett Packard position peaked at $44K in Q1 2021.
  • 820 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.