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Heritage Financial Services’s Hewlett Packard HPE Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-3,378
Closed -$44K – 237
2022
Q2 		$44K Buy
+3,378
New +$51.2K 0.02% 175

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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

Heritage Financial Services's HPE Position: Q3 2022 in Review

Heritage Financial Services sold out of Hewlett Packard (HPE) in Q3 2022, closing a stake of 3,378 shares — an estimated $44K sold.

Heritage Financial Services first reported a position in HPE in Q2 2022 and held it in 1 quarter. The position peaked at $44K in Q2 2022. 793 funds tracked by Wall St. Rank hold HPE as of Q3 2022.

  • Heritage Financial Services reported no remaining Hewlett Packard position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 3,378 Hewlett Packard shares in Q3 2022, an estimated $44K.
  • Heritage Financial Services first reported a position in Hewlett Packard in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Hewlett Packard position peaked at $44K in Q2 2022.
  • 793 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.