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Marshall & Sullivan’s Hewlett Packard HPE Stock Holding History

Marshall & Sullivan’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
2023
Q1 		– Sell
-3,100
Closed -$49.5K – 52
2022
Q4 		$49.5K Buy
+3,100
New +$45.7K 0.03% 58
2022
Q3 		– Sell
-3,100
Closed -$41K – 57
2022
Q2 		$41K Buy
+3,100
New +$47K 0.03% 59
2018
Q3 		– Sell
-208
Closed -$3.04K – 61
2018
Q2 		$3.04K Buy
+208
New +$3.45K ﹤0.01% 80
2017
Q1 		– Sell
-358
Closed -$5K – 48
2016
Q4 		$5K Hold
358
– – 0.01% 54
2016
Q3 		$5K Hold
358
– – 0.01% 53
2016
Q2 		$4K Hold
358
– – 0.01% 54
2016
Q1 		$3K Hold
358
– – ﹤0.01% 59
2015
Q4 		$3K Buy
+358
New +$3K ﹤0.01% 60

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Marshall & Sullivan's HPE Position: Q1 2023 in Review

Marshall & Sullivan sold out of Hewlett Packard (HPE) in Q1 2023, closing a stake of 3,100 shares — an estimated $49.5K sold.

Marshall & Sullivan first reported a position in HPE in Q4 2015 and held it in 8 quarters. The position peaked at $49.5K in Q4 2022. 840 funds tracked by Wall St. Rank hold HPE as of Q1 2023.

  • Marshall & Sullivan reported no remaining Hewlett Packard position as of Q1 2023 after selling out during the quarter.
  • Marshall & Sullivan sold 3,100 Hewlett Packard shares in Q1 2023, an estimated $49.5K.
  • Marshall & Sullivan first reported a position in Hewlett Packard in Q4 2015 and held it in 8 quarters.
  • Marshall & Sullivan's Hewlett Packard position peaked at $49.5K in Q4 2022.
  • 840 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2023.

Based on Marshall & Sullivan's 13F filing for Q1 2023, filed 10 Apr 2023.