Measured Wealth Private Client Group’s Hewlett Packard HPE Stock Holding History

Measured Wealth Private Client 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
2022 Q2	–	Sell	-20,597	Closed	-$344K	–	183
2022 Q1	$344K	Buy	20,597 +6,998	+51%	+$117K	0.13%	98
2021 Q4	$214K	Buy	+13,599	New	+$205K	0.08%	155
2018 Q4	–	Sell	-871	Closed	-$14K	–	366
2018 Q3	$14K	Buy	+871	New	+$14K	0.01%	574

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

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

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 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

Measured Wealth Private Client Group's HPE Position: Q2 2022 in Review

Measured Wealth Private Client Group sold out of Hewlett Packard (HPE) in Q2 2022, closing a stake of 20,597 shares — an estimated $344K sold.

Measured Wealth Private Client Group first reported a position in HPE in Q3 2018 and held it in 3 quarters. The position peaked at $344K in Q1 2022. 820 funds tracked by Wall St. Rank hold HPE as of Q2 2022.

Measured Wealth Private Client Group reported no remaining Hewlett Packard position as of Q2 2022 after selling out during the quarter.
Measured Wealth Private Client Group sold 20,597 Hewlett Packard shares in Q2 2022, an estimated $344K.
Measured Wealth Private Client Group first reported a position in Hewlett Packard in Q3 2018 and held it in 3 quarters.
Measured Wealth Private Client Group's Hewlett Packard position peaked at $344K in Q1 2022.
820 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2022, filed 25 Jul 2022.