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Hirtle Callaghan & Co’s Hewlett Packard HPE Stock Holding History

Hirtle Callaghan & Co’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
2017
Q4 		– Sell
-1,280
Closed -$19K – 189
2017
Q3 		$19K Sell
1,280
-370
-22% -$5.05K ﹤0.01% 155
2017
Q2 		$22K Sell
1,650
-1,103
-40% -$15.4K ﹤0.01% 129
2017
Q1 		$38K Sell
2,753
-1,151
-29% -$15.5K 0.01% 98
2016
Q4 		$53K Buy
+3,904
New +$52.2K 0.01% 63

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hirtle Callaghan & Co's HPE Position: Q4 2017 in Review

Hirtle Callaghan & Co sold out of Hewlett Packard (HPE) in Q4 2017, closing a stake of 1,280 shares — an estimated $19K sold.

Hirtle Callaghan & Co first reported a position in HPE in Q4 2016 and held it in 4 quarters. The position peaked at $53K in Q4 2016. 731 funds tracked by Wall St. Rank hold HPE as of Q4 2017.

  • Hirtle Callaghan & Co reported no remaining Hewlett Packard position as of Q4 2017 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 1,280 Hewlett Packard shares in Q4 2017, an estimated $19K.
  • Hirtle Callaghan & Co first reported a position in Hewlett Packard in Q4 2016 and held it in 4 quarters.
  • Hirtle Callaghan & Co's Hewlett Packard position peaked at $53K in Q4 2016.
  • 731 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2017.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2017, filed 17 Jan 2018.