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James Investment Research’s Hewlett Packard HPE Stock Holding History

James Investment Research’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
Q2 		– Sell
-655
Closed -$6K – 470
2020
Q1 		$6K Hold
655
– – ﹤0.01% 403
2019
Q4 		$10K Hold
655
– – ﹤0.01% 451
2019
Q3 		$10K Sell
655
-14,060
-96% -$200K ﹤0.01% 498
2019
Q2 		$220K Sell
14,715
-28,760
-66% -$436K 0.02% 345
2019
Q1 		$671K Sell
43,475
-34,660
-44% -$534K 0.04% 366
2018
Q4 		$1.03M Sell
78,135
-47,600
-38% -$713K 0.06% 342
2018
Q3 		$2.05M Buy
125,735
+12,540
+11% +$201K 0.08% 376
2018
Q2 		$1.65M Buy
+113,195
New +$1.88M 0.06% 432
2017
Q3 		– Sell
-7,193
Closed -$93K – 768
2017
Q2 		$93K Sell
7,193
-2,408
-25% -$33.5K ﹤0.01% 553
2017
Q1 		$132K Buy
9,601
+775
+9% +$10.4K ﹤0.01% 467
2016
Q4 		$119K Buy
+8,826
New +$118K ﹤0.01% 349

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

James Investment Research's HPE Position: Q2 2020 in Review

James Investment Research sold out of Hewlett Packard (HPE) in Q2 2020, closing a stake of 655 shares — an estimated $6K sold.

James Investment Research first reported a position in HPE in Q4 2016 and held it in 11 quarters. The position peaked at $2.05M in Q3 2018. 722 funds tracked by Wall St. Rank hold HPE as of Q2 2020.

  • James Investment Research reported no remaining Hewlett Packard position as of Q2 2020 after selling out during the quarter.
  • James Investment Research sold 655 Hewlett Packard shares in Q2 2020, an estimated $6K.
  • James Investment Research first reported a position in Hewlett Packard in Q4 2016 and held it in 11 quarters.
  • James Investment Research's Hewlett Packard position peaked at $2.05M in Q3 2018.
  • 722 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2020.

Based on James Investment Research's 13F filing for Q2 2020, filed 24 Jul 2020.