KFP
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Keener Financial Planning’s Hewlett Packard HPE Stock Holding History

Keener Financial Planning’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
2025
Q1 		– Sell
-700
Closed -$14K – 182
2024
Q4 		$14K Hold
700
– – 0.01% 123
2024
Q3 		$14K Hold
700
– – 0.01% 119
2024
Q2 		$14K Hold
700
– – 0.01% 125
2024
Q1 		$13K Hold
700
– – 0.01% 145
2023
Q4 		$12K Buy
+700
New +$11.4K 0.01% 136

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Keener Financial Planning's HPE Position: Q1 2025 in Review

Keener Financial Planning sold out of Hewlett Packard (HPE) in Q1 2025, closing a stake of 700 shares — an estimated $14K sold.

Keener Financial Planning first reported a position in HPE in Q4 2023 and held it in 5 quarters. The position peaked at $14K in Q4 2024. 1,030 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

  • Keener Financial Planning reported no remaining Hewlett Packard position as of Q1 2025 after selling out during the quarter.
  • Keener Financial Planning sold 700 Hewlett Packard shares in Q1 2025, an estimated $14K.
  • Keener Financial Planning first reported a position in Hewlett Packard in Q4 2023 and held it in 5 quarters.
  • Keener Financial Planning's Hewlett Packard position peaked at $14K in Q4 2024.
  • 1,030 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Keener Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.