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Ironwood Investment Counsel’s Hewlett Packard HPE Stock Holding History

Ironwood Investment Counsel’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
2021
Q1 		– Sell
-8,400
Closed -$206K – 206
2020
Q4 		$206K Buy
+8,400
New +$88.2K 0.05% 202

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ironwood Investment Counsel's HPE Position: Q1 2021 in Review

Ironwood Investment Counsel sold out of Hewlett Packard (HPE) in Q1 2021, closing a stake of 8,400 shares — an estimated $206K sold.

Ironwood Investment Counsel first reported a position in HPE in Q4 2020 and held it in 1 quarter. The position peaked at $206K in Q4 2020. 756 funds tracked by Wall St. Rank hold HPE as of Q1 2021.

  • Ironwood Investment Counsel reported no remaining Hewlett Packard position as of Q1 2021 after selling out during the quarter.
  • Ironwood Investment Counsel sold 8,400 Hewlett Packard shares in Q1 2021, an estimated $206K.
  • Ironwood Investment Counsel first reported a position in Hewlett Packard in Q4 2020 and held it in 1 quarter.
  • Ironwood Investment Counsel's Hewlett Packard position peaked at $206K in Q4 2020.
  • 756 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2021.

Based on Ironwood Investment Counsel's 13F filing for Q1 2021, filed 3 May 2021.