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Geller Advisors’s Hewlett Packard HPE Stock Holding History

Geller Advisors’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
2024
Q4 		$377K Buy
17,550
+116
+0.7% +$2.45K 0.02% 171
2024
Q3 		$359K Sell
17,434
-5,262
-23% -$101K 0.02% 178
2024
Q2 		$483K Sell
22,696
-3,515
-13% -$64.8K 0.04% 146
2024
Q1 		$468K Sell
26,211
-138
-0.5% -$2.24K 0.04% 157
2023
Q4 		$451K Sell
26,349
-453
-2% -$7.38K 0.04% 144
2023
Q3 		$469K Sell
26,802
-1,151
-4% -$19.8K 0.05% 121
2023
Q2 		$473K Buy
+27,953
New +$427K 0.06% 121

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geller Advisors's HPE Position: Q4 2024 in Review

Geller Advisors increased its Hewlett Packard (HPE) stake by 0.67% in Q4 2024, buying an estimated $2.45K and bringing the position to 17,550 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #171.

Geller Advisors first reported a position in HPE in Q2 2023 and has held it in 7 quarters since. The position peaked at $483K in Q2 2024. 1,087 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

  • Geller Advisors held 17,550 shares of Hewlett Packard worth $377K as of Q4 2024.
  • Geller Advisors bought 116 Hewlett Packard shares in Q4 2024, an estimated $2.45K.
  • Hewlett Packard made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #171 holding.
  • Geller Advisors first reported a position in Hewlett Packard in Q2 2023 and has held it in 7 quarters since.
  • Geller Advisors's Hewlett Packard position peaked at $483K in Q2 2024.
  • 1,087 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.