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Homrich & Berg’s Hewlett Packard HPE Stock Holding History

Homrich & Berg’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
-12,489
Closed -$198K – 328
2019
Q4 		$198K Buy
+12,489
New +$200K 0.01% 353
2019
Q3 		– Sell
-10,502
Closed -$157K – 349
2019
Q2 		$157K Buy
+10,502
New +$159K 0.01% 337

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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Homrich & Berg's HPE Position: Q1 2020 in Review

Homrich & Berg sold out of Hewlett Packard (HPE) in Q1 2020, closing a stake of 12,489 shares — an estimated $198K sold.

Homrich & Berg first reported a position in HPE in Q2 2019 and held it in 2 quarters. The position peaked at $198K in Q4 2019. 733 funds tracked by Wall St. Rank hold HPE as of Q1 2020.

  • Homrich & Berg reported no remaining Hewlett Packard position as of Q1 2020 after selling out during the quarter.
  • Homrich & Berg sold 12,489 Hewlett Packard shares in Q1 2020, an estimated $198K.
  • Homrich & Berg first reported a position in Hewlett Packard in Q2 2019 and held it in 2 quarters.
  • Homrich & Berg's Hewlett Packard position peaked at $198K in Q4 2019.
  • 733 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2020.

Based on Homrich & Berg's 13F filing for Q1 2020, filed 8 May 2020.