Hoertkorn Richard Charles’s Hewlett Packard HPE Stock Holding History

Hoertkorn Richard Charles’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 Q4	–	Sell	-7,347	Closed	-$69K	–	83
2020 Q3	$69K	Hold	7,347	–	–	0.05%	59
2020 Q2	$71K	Hold	7,347	–	–	0.05%	57
2020 Q1	$71K	Hold	7,347	–	–	0.06%	57
2019 Q4	$117K	Hold	7,347	–	–	0.07%	50
2019 Q3	$111K	Hold	7,347	–	–	0.07%	51
2019 Q2	$110K	Hold	7,347	–	–	0.07%	50
2019 Q1	$113K	Hold	7,347	–	–	0.08%	50
2018 Q4	$97K	Hold	7,347	–	–	0.07%	55
2018 Q3	$120K	Hold	7,347	–	–	0.07%	52
2018 Q2	$107K	Hold	7,347	–	–	0.07%	54
2018 Q1	$129K	Hold	7,347	–	–	0.08%	52
2017 Q4	$106K	Hold	7,347	–	–	0.06%	56
2017 Q3	$108K	Sell	7,347 -2,123	-22%	-$29K	0.07%	52
2017 Q2	$122K	Sell	9,470 -3,171	-25%	-$44.2K	0.08%	49
2017 Q1	$174K	Hold	12,641	–	–	0.12%	47
2016 Q4	$170K	Hold	12,641	–	–	0.12%	47
2016 Q3	$167K	Hold	12,641	–	–	0.13%	47
2016 Q2	$134K	Hold	12,641	–	–	0.11%	51
2016 Q1	$130K	Hold	12,641	–	–	0.1%	52
2015 Q4	$112K	Buy	+12,641	New	+$106K	0.08%	57

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hoertkorn Richard Charles's HPE Position: Q4 2020 in Review

Hoertkorn Richard Charles sold out of Hewlett Packard (HPE) in Q4 2020, closing a stake of 7,347 shares — an estimated $69K sold.

Hoertkorn Richard Charles first reported a position in HPE in Q4 2015 and held it in 20 quarters. The position peaked at $174K in Q1 2017. 760 funds tracked by Wall St. Rank hold HPE as of Q4 2020.

Hoertkorn Richard Charles reported no remaining Hewlett Packard position as of Q4 2020 after selling out during the quarter.
Hoertkorn Richard Charles sold 7,347 Hewlett Packard shares in Q4 2020, an estimated $69K.
Hoertkorn Richard Charles first reported a position in Hewlett Packard in Q4 2015 and held it in 20 quarters.
Hoertkorn Richard Charles's Hewlett Packard position peaked at $174K in Q1 2017.
760 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2020.

Based on Hoertkorn Richard Charles's 13F filing for Q4 2020, filed 29 Jan 2021.