Lebenthal Global Advisors’s Hewlett Packard HPE Stock Holding History

Lebenthal Global 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
2025 Q1	–	Sell	-36,096	Closed	-$771K	–	187
2024 Q4	$771K	Buy	36,096 +16,447	+84%	+$347K	0.14%	103
2024 Q3	$402K	Buy	19,649 +71	+0.4%	+$1.36K	0.08%	137
2024 Q2	$414K	Sell	19,578 -667	-3%	-$12.3K	0.09%	132
2024 Q1	$359K	Buy	20,245 +1,265	+7%	+$20.5K	0.08%	141
2023 Q4	$322K	Buy	18,980 +642	+4%	+$10.5K	0.07%	147
2023 Q3	$319K	Sell	18,338 -1,155	-6%	-$19.9K	0.1%	103
2023 Q2	$327K	Sell	19,493 -1,156	-6%	-$17.7K	0.1%	94
2023 Q1	$329K	Sell	20,649 -33	-0.2%	-$518	0.1%	95
2022 Q4	$330K	Buy	20,682 +1,676	+9%	+$24.7K	0.11%	100
2022 Q3	$227K	Hold	19,006	–	–	0.1%	106
2022 Q2	$252K	Buy	+19,006	New	+$288K	0.12%	112

Other funds holding HPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lebenthal Global Advisors's HPE Position: Q1 2025 in Review

Lebenthal Global Advisors sold out of Hewlett Packard (HPE) in Q1 2025, closing a stake of 36,096 shares — an estimated $771K sold.

Lebenthal Global Advisors first reported a position in HPE in Q2 2022 and held it in 11 quarters. The position peaked at $771K in Q4 2024. 1,030 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

Lebenthal Global Advisors reported no remaining Hewlett Packard position as of Q1 2025 after selling out during the quarter.
Lebenthal Global Advisors sold 36,096 Hewlett Packard shares in Q1 2025, an estimated $771K.
Lebenthal Global Advisors first reported a position in Hewlett Packard in Q2 2022 and held it in 11 quarters.
Lebenthal Global Advisors's Hewlett Packard position peaked at $771K in Q4 2024.
1,030 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Lebenthal Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.