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Institutional & Family Asset Management’s Hewlett Packard HPE Stock Holding History

Institutional & Family Asset Management’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
Q2 		$15.9K Buy
752
+5
+0.7% +$92 ﹤0.01% 366
2024
Q1 		$13.2K Buy
747
+6
+0.8% +$97 ﹤0.01% 379
2023
Q4 		$12.6K Buy
741
+5
+0.7% +$81 ﹤0.01% 363
2023
Q3 		$12.8K Buy
736
+5
+0.7% +$86 ﹤0.01% 347
2023
Q2 		$12.3K Buy
731
+6
+0.8% +$92 ﹤0.01% 364
2023
Q1 		$11.6K Buy
725
+5
+0.7% +$79 ﹤0.01% 361
2022
Q4 		$11.5K Buy
720
+7
+1% +$103 ﹤0.01% 362
2022
Q3 		$9K Buy
713
+6
+0.8% +$82 ﹤0.01% 395
2022
Q2 		$9K Buy
707
+6
+0.9% +$91 ﹤0.01% 401
2022
Q1 		$12K Buy
701
+5
+0.7% +$84 ﹤0.01% 419
2021
Q4 		$11K Buy
696
+5
+0.7% +$75 ﹤0.01% 434
2021
Q3 		$10K Sell
691
-863
-56% -$12.5K ﹤0.01% 546
2021
Q2 		$23K Buy
1,554
+5
+0.3% +$79 ﹤0.01% 458
2021
Q1 		$24K Sell
1,549
-93
-6% -$1.29K ﹤0.01% 469
2020
Q4 		$19K Buy
1,642
+8
+0.5% +$84 ﹤0.01% 448
2020
Q3 		$15K Sell
1,634
-23
-1% -$220 ﹤0.01% 433
2020
Q2 		$16K Buy
1,657
+8
+0.5% +$79 ﹤0.01% 422
2020
Q1 		$16K Buy
1,649
+5
+0.3% +$65 ﹤0.01% 397
2019
Q4 		$26K Buy
1,644
+5
+0.3% +$80 0.01% 398
2019
Q3 		$25K Buy
1,639
+974
+146% +$13.8K 0.01% 371
2019
Q2 		$10K Buy
665
+4
+0.6% +$61 ﹤0.01% 495
2019
Q1 		$10K Buy
661
+5
+0.8% +$77 ﹤0.01% 502
2018
Q4 		$9K Buy
656
+5
+0.8% +$75 ﹤0.01% 494
2018
Q3 		$11K Buy
651
+4
+0.6% +$64 ﹤0.01% 518
2018
Q2 		$9K Buy
647
+3
+0.5% +$50 ﹤0.01% 545
2018
Q1 		$11K Buy
+644
New +$10.9K ﹤0.01% 483

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Institutional & Family Asset Management's HPE Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Hewlett Packard (HPE) stake by 0.67% in Q2 2024, buying an estimated $92 and bringing the position to 752 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Institutional & Family Asset Management first reported a position in HPE in Q1 2018 and has held it in 26 quarters since. The position peaked at $26K in Q4 2019. 979 funds tracked by Wall St. Rank hold HPE as of Q2 2024.

  • Institutional & Family Asset Management held 752 shares of Hewlett Packard worth $15.9K as of Q2 2024.
  • Institutional & Family Asset Management bought 5 Hewlett Packard shares in Q2 2024, an estimated $92.
  • Hewlett Packard made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #366 holding.
  • Institutional & Family Asset Management first reported a position in Hewlett Packard in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Hewlett Packard position peaked at $26K in Q4 2019.
  • 979 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.