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Gerstein Fisher’s Hewlett Packard HPE Stock Holding History

Gerstein Fisher’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
2016
Q3 		$812K Buy
61,434
+1,462
+2% +$18.1K 0.1% 181
2016
Q2 		$637K Buy
59,972
+29,692
+98% +$302K 0.08% 198
2016
Q1 		$312K Buy
+30,280
New +$254K 0.04% 296

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gerstein Fisher's HPE Position: Q3 2016 in Review

Gerstein Fisher increased its Hewlett Packard (HPE) stake by 2.4% in Q3 2016, buying an estimated $18.1K and bringing the position to 61,434 shares worth $812K. The position accounts for 0.1% of the portfolio, ranked #181.

Gerstein Fisher first reported a position in HPE in Q1 2016 and has held it in 3 quarters since. 789 funds tracked by Wall St. Rank hold HPE as of Q3 2016.

  • Gerstein Fisher held 61,434 shares of Hewlett Packard worth $812K as of Q3 2016.
  • Gerstein Fisher bought 1,462 Hewlett Packard shares in Q3 2016, an estimated $18.1K.
  • Hewlett Packard made up 0.1% of Gerstein Fisher's portfolio in Q3 2016, its #181 holding.
  • Gerstein Fisher first reported a position in Hewlett Packard in Q1 2016 and has held it in 3 quarters since.
  • 789 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.