JFA
HPE icon

Johanson Financial Advisors’s Hewlett Packard HPE Stock Holding History

Johanson Financial Advisors’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
Q1 		– Sell
-49,779
Closed -$3.14M – 153
2019
Q4 		$3.14M Buy
+49,779
New +$795K 0.15% 85

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Johanson Financial Advisors's HPE Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Hewlett Packard (HPE) in Q1 2020, closing a stake of 49,779 shares — an estimated $3.14M sold.

Johanson Financial Advisors first reported a position in HPE in Q4 2019 and held it in 1 quarter. The position peaked at $3.14M in Q4 2019. 733 funds tracked by Wall St. Rank hold HPE as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Hewlett Packard position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 49,779 Hewlett Packard shares in Q1 2020, an estimated $3.14M.
  • Johanson Financial Advisors first reported a position in Hewlett Packard in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Hewlett Packard position peaked at $3.14M in Q4 2019.
  • 733 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.