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KCM Investment Advisors’s Hewlett Packard HPE Stock Holding History

KCM Investment 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
2022
Q2 		– Sell
-37,458
Closed -$626K – 400
2022
Q1 		$626K Buy
37,458
+400
+1% +$6.71K 0.02% 256
2021
Q4 		$584K Buy
37,058
+512
+1% +$7.72K 0.02% 269
2021
Q3 		$521K Buy
36,546
+229
+0.6% +$3.31K 0.02% 267
2021
Q2 		$530K Sell
36,317
-1,048
-3% -$16.6K 0.02% 258
2021
Q1 		$588K Buy
37,365
+305
+0.8% +$4.22K 0.03% 238
2020
Q4 		$439K Buy
37,060
+364
+1% +$3.82K 0.02% 250
2020
Q3 		$344K Buy
36,696
+379
+1% +$3.62K 0.02% 257
2020
Q2 		$353K Sell
36,317
-350
-1% -$3.44K 0.02% 260
2020
Q1 		$356K Buy
+36,667
New +$480K 0.02% 248
2018
Q2 		– Sell
-11,261
Closed -$198K – 533
2018
Q1 		$198K Buy
+11,261
New +$191K 0.01% 515
2017
Q2 		– Sell
-15,182
Closed -$209K – 535
2017
Q1 		$209K Sell
15,182
-6,937
-31% -$93.2K 0.01% 514
2016
Q4 		$297K Sell
22,119
-21
-0.1% -$281 0.02% 442
2016
Q3 		$293K Buy
22,140
+4,427
+25% +$54.7K 0.02% 446
2016
Q2 		$188K Sell
17,713
-4,293
-20% -$43.7K 0.01% 506
2016
Q1 		$227K Sell
22,006
-73,325
-77% -$614K 0.02% 480
2015
Q4 		$842K Buy
+95,331
New +$798K 0.07% 260

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KCM Investment Advisors's HPE Position: Q2 2022 in Review

KCM Investment Advisors sold out of Hewlett Packard (HPE) in Q2 2022, closing a stake of 37,458 shares — an estimated $626K sold.

KCM Investment Advisors first reported a position in HPE in Q4 2015 and held it in 16 quarters. The position peaked at $842K in Q4 2015. 820 funds tracked by Wall St. Rank hold HPE as of Q2 2022.

  • KCM Investment Advisors reported no remaining Hewlett Packard position as of Q2 2022 after selling out during the quarter.
  • KCM Investment Advisors sold 37,458 Hewlett Packard shares in Q2 2022, an estimated $626K.
  • KCM Investment Advisors first reported a position in Hewlett Packard in Q4 2015 and held it in 16 quarters.
  • KCM Investment Advisors's Hewlett Packard position peaked at $842K in Q4 2015.
  • 820 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2022.

Based on KCM Investment Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.