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JOYN Advisors’s Hewlett Packard HPE Stock Holding History

JOYN 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
2019
Q1 		– Sell
-4,174
Closed -$55K – 668
2018
Q4 		$55K Buy
4,174
+598
+17% +$8.96K 0.01% 314
2018
Q3 		$58K Buy
3,576
+527
+17% +$8.44K 0.01% 358
2018
Q2 		$45K Buy
3,049
+2,144
+237% +$35.6K 0.01% 426
2018
Q1 		$16K Buy
+905
New +$15.4K ﹤0.01% 711

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

JOYN Advisors's HPE Position: Q1 2019 in Review

JOYN Advisors sold out of Hewlett Packard (HPE) in Q1 2019, closing a stake of 4,174 shares — an estimated $55K sold.

JOYN Advisors first reported a position in HPE in Q1 2018 and held it in 4 quarters. The position peaked at $58K in Q3 2018. 799 funds tracked by Wall St. Rank hold HPE as of Q1 2019.

  • JOYN Advisors reported no remaining Hewlett Packard position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 4,174 Hewlett Packard shares in Q1 2019, an estimated $55K.
  • JOYN Advisors first reported a position in Hewlett Packard in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Hewlett Packard position peaked at $58K in Q3 2018.
  • 799 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.