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Householder Group Estate & Retirement Specialist’s Hewlett Packard HPE Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-300
Closed -$6K – 812
2024
Q3 		$6K Buy
+300
New +$5.73K ﹤0.01% 899
2023
Q1 		– Sell
-1,035
Closed -$16K – 1263
2022
Q4 		$16K Buy
1,035
+214
+26% +$3.15K 0.02% 186
2022
Q3 		$9K Buy
+821
New +$11.2K ﹤0.01% 746

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's HPE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Hewlett Packard (HPE) in Q4 2024, closing a stake of 300 shares — an estimated $6K sold.

Householder Group Estate & Retirement Specialist first reported a position in HPE in Q3 2022 and held it in 3 quarters. The position peaked at $16K in Q4 2022. 1,088 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Hewlett Packard position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 300 Hewlett Packard shares in Q4 2024, an estimated $6K.
  • Householder Group Estate & Retirement Specialist first reported a position in Hewlett Packard in Q3 2022 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Hewlett Packard position peaked at $16K in Q4 2022.
  • 1,088 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.