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Kaizen Financial Strategies’s Hewlett Packard HPE Stock Holding History

Kaizen Financial Strategies’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
2024
Q4 		– Sell
-37,670
Closed -$771K – 136
2024
Q3 		$771K Buy
+37,670
New +$720K 0.45% 41
2021
Q1 		$252K Hold
16,000
– – 0.24% 118
2020
Q4 		$190K Buy
+16,000
New +$168K 0.21% 116

Other funds holding HPE

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kaizen Financial Strategies's HPE Position: Q4 2024 in Review

Kaizen Financial Strategies sold out of Hewlett Packard (HPE) in Q4 2024, closing a stake of 37,670 shares — an estimated $771K sold.

Kaizen Financial Strategies first reported a position in HPE in Q4 2020 and held it in 3 quarters. The position peaked at $771K in Q3 2024. 1,087 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

  • Kaizen Financial Strategies reported no remaining Hewlett Packard position as of Q4 2024 after selling out during the quarter.
  • Kaizen Financial Strategies sold 37,670 Hewlett Packard shares in Q4 2024, an estimated $771K.
  • Kaizen Financial Strategies first reported a position in Hewlett Packard in Q4 2020 and held it in 3 quarters.
  • Kaizen Financial Strategies's Hewlett Packard position peaked at $771K in Q3 2024.
  • 1,087 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

Based on Kaizen Financial Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.