KA
HPE icon

Kaizen Advisory’s Hewlett Packard HPE Stock Holding History

Kaizen Advisory’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
2018
Q4 		$49K Sell
3,714
-42
-1% -$629 0.03% 330
2018
Q3 		$61K Hold
3,756
– – 0.03% 298
2018
Q2 		$55K Buy
3,756
+2,202
+142% +$36.5K 0.03% 317
2018
Q1 		$27K Hold
1,554
– – 0.03% 281
2017
Q4 		$22K Buy
+1,554
New +$22.1K 0.01% 311

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's HPE Position: Q4 2018 in Review

Kaizen Advisory reduced its Hewlett Packard (HPE) stake by 1.1% in Q4 2018, selling an estimated $629 and leaving 3,714 shares worth $49K. The position accounts for 0.03% of the portfolio, ranked #330.

Kaizen Advisory first reported a position in HPE in Q4 2017 and has held it in 5 quarters since. The position peaked at $61K in Q3 2018. 792 funds tracked by Wall St. Rank hold HPE as of Q4 2018.

  • Kaizen Advisory held 3,714 shares of Hewlett Packard worth $49K as of Q4 2018.
  • Kaizen Advisory sold 42 Hewlett Packard shares in Q4 2018, an estimated $629.
  • Hewlett Packard made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #330 holding.
  • Kaizen Advisory first reported a position in Hewlett Packard in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Hewlett Packard position peaked at $61K in Q3 2018.
  • 792 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.