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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
-3,139
Closed -$49.8K – 153
2019
Q4 		$49.8K Buy
+3,139
New +$50.2K 0.02% 170

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 $3.38T AUM 44.17% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

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 3,139 shares — an estimated $49.8K sold.

Johanson Financial Advisors first reported a position in HPE in Q4 2019 and held it in 1 quarter. The position peaked at $49.8K 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 3,139 Hewlett Packard shares in Q1 2020, an estimated $49.8K.
  • 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 $49.8K 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.