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Lee Financial’s Hewlett Packard HPE Stock Holding History

Lee Financial’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
Q1 		– Sell
-200
Closed -$3.42K – 459
2023
Q4 		$3.42K Sell
200
-59
-23% -$961 ﹤0.01% 624
2023
Q3 		$4.53K Hold
259
– – ﹤0.01% 537
2023
Q2 		$4.38K Hold
259
– – ﹤0.01% 532
2023
Q1 		$4.16K Sell
259
-28
-10% -$440 ﹤0.01% 557
2022
Q4 		$4.58K Buy
287
+259
+925% +$3.82K ﹤0.01% 560
2022
Q3 		$0 Buy
+28
New +$380 ﹤0.01% 895
2022
Q2 		– Sell
-119
Closed -$2K – 906
2022
Q1 		$2K Buy
119
+74
+164% +$1.24K ﹤0.01% 648
2021
Q4 		$1K Buy
+45
New +$679 ﹤0.01% 843
2021
Q2 		– Sell
-1
Closed – – 675
2021
Q1 		$0 Sell
1
-31
-97% -$429 ﹤0.01% 495
2020
Q4 		$0 Buy
+32
New +$336 ﹤0.01% 506

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lee Financial's HPE Position: Q1 2024 in Review

Lee Financial sold out of Hewlett Packard (HPE) in Q1 2024, closing a stake of 200 shares — an estimated $3.42K sold.

Lee Financial first reported a position in HPE in Q4 2020 and held it in 10 quarters. The position peaked at $4.58K in Q4 2022. 900 funds tracked by Wall St. Rank hold HPE as of Q1 2024.

  • Lee Financial reported no remaining Hewlett Packard position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 200 Hewlett Packard shares in Q1 2024, an estimated $3.42K.
  • Lee Financial first reported a position in Hewlett Packard in Q4 2020 and held it in 10 quarters.
  • Lee Financial's Hewlett Packard position peaked at $4.58K in Q4 2022.
  • 900 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.