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Kore Private Wealth’s Hewlett Packard HPE Stock Holding History

Kore Private Wealth’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
2021
Q4 		– Sell
-18,631
Closed -$265K – 377
2021
Q3 		$265K Buy
18,631
+6,599
+55% +$95.3K 0.03% 357
2021
Q2 		$175K Buy
12,032
+1,724
+17% +$27.2K 0.02% 398
2021
Q1 		$162K Buy
+10,308
New +$143K 0.02% 350
2020
Q3 		– Sell
-7,283
Closed -$70K – 617
2020
Q2 		$70K Buy
7,283
+919
+14% +$9.02K 0.01% 393
2020
Q1 		$62K Buy
6,364
+1,949
+44% +$25.5K 0.01% 379
2019
Q4 		$70K Buy
+4,415
New +$70.5K 0.01% 433
2019
Q2 		– Sell
-3,336
Closed -$52K – 477
2019
Q1 		$52K Hold
3,336
– – 0.01% 379
2018
Q4 		$44K Buy
+3,336
New +$50K 0.01% 388

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Kore Private Wealth's HPE Position: Q4 2021 in Review

Kore Private Wealth sold out of Hewlett Packard (HPE) in Q4 2021, closing a stake of 18,631 shares — an estimated $265K sold.

Kore Private Wealth first reported a position in HPE in Q4 2018 and held it in 8 quarters. The position peaked at $265K in Q3 2021. 833 funds tracked by Wall St. Rank hold HPE as of Q4 2021.

  • Kore Private Wealth reported no remaining Hewlett Packard position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 18,631 Hewlett Packard shares in Q4 2021, an estimated $265K.
  • Kore Private Wealth first reported a position in Hewlett Packard in Q4 2018 and held it in 8 quarters.
  • Kore Private Wealth's Hewlett Packard position peaked at $265K in Q3 2021.
  • 833 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.