Mariner Independent Advisor Network’s Hewlett Packard HPE Stock Holding History

Mariner Independent Advisor Network’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 Q3	$267K	Buy	22,249 +777	+4%	+$10.6K	0.01%	530
2022 Q2	$282K	Sell	21,472 -2,450	-10%	-$37.2K	0.01%	522
2022 Q1	$392K	Buy	+23,922	New	+$401K	0.02%	463
2021 Q4	–	Sell	-14,931	Closed	-$213K	–	479
2021 Q3	$213K	Buy	14,931 +2,351	+19%	+$33.9K	0.01%	460
2021 Q2	$183K	Buy	+12,580	New	+$199K	0.01%	484
2020 Q1	–	Sell	-14,700	Closed	-$234K	–	377
2019 Q4	$234K	Buy	+14,700	New	+$235K	0.02%	360
2018 Q2	–	Sell	-37,892	Closed	-$664K	–	225
2018 Q1	$664K	Buy	37,892 +18,112	+92%	+$308K	0.04%	260
2017 Q4	$284K	Buy	+19,780	New	+$281K	0.03%	274
2016 Q3	–	Sell	-54,528	Closed	-$579K	–	174
2016 Q2	$579K	Buy	+54,528	New	+$555K	0.11%	116

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

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

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

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 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

Mariner Independent Advisor Network's HPE Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Hewlett Packard (HPE) stake by 3.6% in Q3 2022, buying an estimated $10.6K and bringing the position to 22,249 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #530.

Mariner Independent Advisor Network first reported a position in HPE in Q2 2016 and has held it in 9 quarters since. The position peaked at $664K in Q1 2018. 794 funds tracked by Wall St. Rank hold HPE as of Q3 2022.

Mariner Independent Advisor Network held 22,249 shares of Hewlett Packard worth $267K as of Q3 2022.
Mariner Independent Advisor Network bought 777 Hewlett Packard shares in Q3 2022, an estimated $10.6K.
Hewlett Packard made up 0.01% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #530 holding.
Mariner Independent Advisor Network first reported a position in Hewlett Packard in Q2 2016 and has held it in 9 quarters since.
Mariner Independent Advisor Network's Hewlett Packard position peaked at $664K in Q1 2018.
794 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.