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Lynch & Associates’s Hewlett Packard HPE Stock Holding History

Lynch & Associates’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
2016
Q1 		– Sell
-45,896
Closed -$405K – 112
2015
Q4 		$405K Buy
+45,896
New +$384K 0.21% 78

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Lynch & Associates's HPE Position: Q1 2016 in Review

Lynch & Associates sold out of Hewlett Packard (HPE) in Q1 2016, closing a stake of 45,896 shares — an estimated $405K sold.

Lynch & Associates first reported a position in HPE in Q4 2015 and held it in 1 quarter. The position peaked at $405K in Q4 2015. 746 funds tracked by Wall St. Rank hold HPE as of Q1 2016.

  • Lynch & Associates reported no remaining Hewlett Packard position as of Q1 2016 after selling out during the quarter.
  • Lynch & Associates sold 45,896 Hewlett Packard shares in Q1 2016, an estimated $405K.
  • Lynch & Associates first reported a position in Hewlett Packard in Q4 2015 and held it in 1 quarter.
  • Lynch & Associates's Hewlett Packard position peaked at $405K in Q4 2015.
  • 746 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2016.

Based on Lynch & Associates's 13F filing for Q1 2016, filed 11 Apr 2016.