Lenox Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Lenox Wealth 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
2022 Q1	$11K	Sell	664 -98	-13%	-$1.64K	﹤0.01%	468
2021 Q4	$12K	Buy	762 +98	+15%	+$1.48K	﹤0.01%	486
2021 Q3	$9K	Hold	664	–	–	﹤0.01%	483
2021 Q2	$10K	Hold	664	–	–	﹤0.01%	475
2021 Q1	$10K	Hold	664	–	–	﹤0.01%	420
2020 Q4	$8K	Hold	664	–	–	﹤0.01%	452
2020 Q3	$6K	Buy	+664	New	+$6.34K	﹤0.01%	426
2017 Q2	–	Sell	-256	Closed	-$4K	–	109
2017 Q1	$4K	Buy	+256	New	+$3.44K	﹤0.01%	78
2016 Q2	–	Sell	-64	Closed	-$1K	–	232
2016 Q1	$1K	Sell	64 -387	-86%	-$3.24K	﹤0.01%	236
2015 Q4	$4K	Buy	+451	New	+$3.78K	﹤0.01%	254

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Advisors's HPE Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Hewlett Packard (HPE) stake by 13% in Q1 2022, selling an estimated $1.64K and leaving 664 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Lenox Wealth Advisors first reported a position in HPE in Q4 2015 and has held it in 10 quarters since. The position peaked at $12K in Q4 2021. 849 funds tracked by Wall St. Rank hold HPE as of Q1 2022.

Lenox Wealth Advisors held 664 shares of Hewlett Packard worth $11K as of Q1 2022.
Lenox Wealth Advisors sold 98 Hewlett Packard shares in Q1 2022, an estimated $1.64K.
Hewlett Packard made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #468 holding.
Lenox Wealth Advisors first reported a position in Hewlett Packard in Q4 2015 and has held it in 10 quarters since.
Lenox Wealth Advisors's Hewlett Packard position peaked at $12K in Q4 2021.
849 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.