LifePlan Financial Group’s Hewlett Packard HPE Stock Holding History

LifePlan Financial Group’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 Q3	$1K	Hold	108	–	–	﹤0.01%	544
2020 Q2	$1K	Hold	108	–	–	﹤0.01%	550
2020 Q1	$1K	Sell	108 -62	-36%	-$812	﹤0.01%	526
2019 Q4	$3K	Buy	170 +62	+57%	+$991	﹤0.01%	497
2019 Q3	$2K	Hold	108	–	–	﹤0.01%	509
2019 Q2	$2K	Hold	108	–	–	﹤0.01%	509
2019 Q1	$2K	Sell	108 -100	-48%	-$1.54K	﹤0.01%	510
2018 Q4	$3K	Hold	208	–	–	﹤0.01%	476
2018 Q3	$3K	Buy	208 +108	+108%	+$1.73K	﹤0.01%	481
2018 Q2	$1K	Hold	100	–	–	﹤0.01%	502
2018 Q1	$2K	Buy	+100	New	+$1.7K	﹤0.01%	471

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LifePlan Financial Group's HPE Position: Q3 2020 in Review

LifePlan Financial Group held its Hewlett Packard (HPE) position steady in Q3 2020 at 108 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

LifePlan Financial Group first reported a position in HPE in Q1 2018 and has held it in 11 quarters since. The position peaked at $3K in Q4 2019. 722 funds tracked by Wall St. Rank hold HPE as of Q3 2020.

LifePlan Financial Group held 108 shares of Hewlett Packard worth $1K as of Q3 2020.
LifePlan Financial Group left its Hewlett Packard share count unchanged in Q3 2020.
Hewlett Packard made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #544 holding.
LifePlan Financial Group first reported a position in Hewlett Packard in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Hewlett Packard position peaked at $3K in Q4 2019.
722 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.