JIR
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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 – 471
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 – 769
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 $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 $5.7T 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return