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Jeppson Wealth Management’s Hewlett Packard HPE Stock Holding History

Jeppson Wealth 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
2020
Q4 		– Sell
-1,800
Closed -$17K – 259
2020
Q3 		$17K Buy
+1,800
New +$17.2K 0.01% 346

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
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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 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

Jeppson Wealth Management's HPE Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Hewlett Packard (HPE) in Q4 2020, closing a stake of 1,800 shares — an estimated $17K sold.

Jeppson Wealth Management first reported a position in HPE in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 760 funds tracked by Wall St. Rank hold HPE as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Hewlett Packard position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,800 Hewlett Packard shares in Q4 2020, an estimated $17K.
  • Jeppson Wealth Management first reported a position in Hewlett Packard in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Hewlett Packard position peaked at $17K in Q3 2020.
  • 760 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.