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Kelly Financial Services’s Hewlett Packard HPE Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-4,424
Closed -$93.7K – 362
2024
Q2 		$93.7K Buy
4,424
+24
+0.5% +$442 0.03% 161
2024
Q1 		$78K Buy
4,400
+26
+0.6% +$422 0.03% 173
2023
Q4 		$74.3K Buy
4,374
+23
+0.5% +$375 0.03% 167
2023
Q3 		$75.6K Buy
4,351
+394
+10% +$6.78K 0.03% 147
2023
Q2 		$66.5K Buy
3,957
+21
+0.5% +$321 0.03% 160
2023
Q1 		$62.7K Buy
3,936
+20
+0.5% +$314 0.03% 160
2022
Q4 		$62.5K Buy
3,916
+26
+0.7% +$383 0.03% 150
2022
Q3 		$46.6K Buy
3,890
+26
+0.7% +$353 0.03% 157
2022
Q2 		$51.2K Buy
3,864
+21
+0.5% +$318 0.03% 159
2022
Q1 		$64.2K Buy
3,843
+19
+0.5% +$319 0.03% 152
2021
Q4 		$60.3K Buy
3,824
+22
+0.6% +$332 0.03% 151
2021
Q3 		$54.2K Sell
3,802
-51,313
-93% -$741K 0.03% 148
2021
Q2 		$3.78M Buy
55,115
+51,355
+1,366% +$811K 0.15% 43
2021
Q1 		$59.2K Buy
3,760
+27
+0.7% +$374 0.04% 113
2020
Q4 		$44.2K Sell
3,733
-180
-5% -$1.89K 0.03% 123
2020
Q3 		$36.7K Buy
3,913
+61
+2% +$583 0.03% 123
2020
Q2 		$37.5K Buy
3,852
+19
+0.5% +$187 0.03% 110
2020
Q1 		$37.2K Buy
3,833
+1,314
+52% +$17.2K 0.05% 95
2019
Q4 		$40K Buy
2,519
+1
+0% +$16 0.03% 97
2019
Q3 		$38.2K Buy
2,518
+2
+0.1% +$28 0.03% 98
2019
Q2 		$37.6K Buy
2,516
+2
+0.1% +$30 0.03% 98
2019
Q1 		$38.8K Buy
+2,514
New +$38.7K 0.04% 92

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kelly Financial Services's HPE Position: Q3 2024 in Review

Kelly Financial Services sold out of Hewlett Packard (HPE) in Q3 2024, closing a stake of 4,424 shares — an estimated $93.7K sold.

Kelly Financial Services first reported a position in HPE in Q1 2019 and held it in 22 quarters. The position peaked at $3.78M in Q2 2021. 1,016 funds tracked by Wall St. Rank hold HPE as of Q3 2024.

  • Kelly Financial Services reported no remaining Hewlett Packard position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 4,424 Hewlett Packard shares in Q3 2024, an estimated $93.7K.
  • Kelly Financial Services first reported a position in Hewlett Packard in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Hewlett Packard position peaked at $3.78M in Q2 2021.
  • 1,016 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.