Lenox Wealth Management’s Hewlett Packard HPE Stock Holding History

Lenox Wealth Management’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
2020 Q2	$9K	Hold	918	–	–	﹤0.01%	447
2020 Q1	$9K	Hold	918	–	–	﹤0.01%	406
2019 Q4	$15K	Hold	918	–	–	﹤0.01%	384
2019 Q3	$14K	Hold	918	–	–	﹤0.01%	402
2019 Q2	$13K	Hold	918	–	–	﹤0.01%	400
2019 Q1	$14K	Hold	918	–	–	﹤0.01%	405
2018 Q4	$12K	Hold	918	–	–	﹤0.01%	361
2018 Q3	$15K	Hold	918	–	–	﹤0.01%	360
2018 Q2	$14K	Hold	918	–	–	﹤0.01%	331
2018 Q1	$16K	Hold	918	–	–	0.01%	320
2017 Q4	$13K	Hold	918	–	–	﹤0.01%	356
2017 Q3	$13K	Sell	918 -265	-22%	-$3.62K	﹤0.01%	359
2017 Q2	$15K	Sell	1,183 -396	-25%	-$5.51K	0.01%	336
2017 Q1	$22K	Sell	1,579 -62	-4%	-$833	0.02%	136
2016 Q4	$22K	Buy	1,641 +62	+4%	+$828	0.02%	141
2016 Q3	$21K	Hold	1,579	–	–	0.02%	140
2016 Q2	$17K	Hold	1,579	–	–	0.01%	149
2016 Q1	$16K	Hold	1,579	–	–	0.01%	149
2015 Q4	$14K	Buy	+1,579	New	+$13.2K	0.01%	160

Other funds holding HPE

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

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lenox Wealth Management's HPE Position: Q2 2020 in Review

Lenox Wealth Management held its Hewlett Packard (HPE) position steady in Q2 2020 at 918 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Lenox Wealth Management first reported a position in HPE in Q4 2015 and has held it in 19 quarters since. The position peaked at $22K in Q1 2017. 722 funds tracked by Wall St. Rank hold HPE as of Q2 2020.

Lenox Wealth Management held 918 shares of Hewlett Packard worth $9K as of Q2 2020.
Lenox Wealth Management left its Hewlett Packard share count unchanged in Q2 2020.
Hewlett Packard made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #447 holding.
Lenox Wealth Management first reported a position in Hewlett Packard in Q4 2015 and has held it in 19 quarters since.
Lenox Wealth Management's Hewlett Packard position peaked at $22K in Q1 2017.
722 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.