Gideon Capital Advisors’s Hewlett Packard HPE Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-131,194	Closed	-$2.08M	–	90
2019 Q4	$2.08M	Buy	+131,194	New	+$2.1M	0.72%	33
2019 Q3	–	Sell	-30,791	Closed	-$460K	–	338
2019 Q2	$460K	Buy	+30,791	New	+$467K	0.16%	184
2018 Q1	–	Sell	-29,742	Closed	-$427K	–	395
2017 Q4	$427K	Buy	+29,742	New	+$423K	0.38%	72

Other funds holding HPE

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gideon Capital Advisors's HPE Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Hewlett Packard (HPE) in Q1 2020, closing a stake of 131,194 shares — an estimated $2.08M sold.

Gideon Capital Advisors first reported a position in HPE in Q4 2017 and held it in 3 quarters. The position peaked at $2.08M in Q4 2019. 734 funds tracked by Wall St. Rank hold HPE as of Q1 2020.

Gideon Capital Advisors reported no remaining Hewlett Packard position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 131,194 Hewlett Packard shares in Q1 2020, an estimated $2.08M.
Gideon Capital Advisors first reported a position in Hewlett Packard in Q4 2017 and held it in 3 quarters.
Gideon Capital Advisors's Hewlett Packard position peaked at $2.08M in Q4 2019.
734 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.