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Mid Atlantic Financial Management’s Hewlett Packard HPE Stock Holding History

Mid Atlantic Financial Management’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
2019
Q4 		– Sell
-12,255
Closed -$186K – 749
2019
Q3 		$186K Sell
12,255
-515
-4% -$7.32K 0.02% 627
2019
Q2 		$191K Buy
12,770
+462
+4% +$7K 0.02% 648
2019
Q1 		$190K Buy
12,308
+20
+0.2% +$308 0.02% 636
2018
Q4 		$162K Buy
+12,288
New +$184K 0.02% 618

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mid Atlantic Financial Management's HPE Position: Q4 2019 in Review

Mid Atlantic Financial Management sold out of Hewlett Packard (HPE) in Q4 2019, closing a stake of 12,255 shares — an estimated $186K sold.

Mid Atlantic Financial Management first reported a position in HPE in Q4 2018 and held it in 4 quarters. The position peaked at $191K in Q2 2019. 794 funds tracked by Wall St. Rank hold HPE as of Q4 2019.

  • Mid Atlantic Financial Management reported no remaining Hewlett Packard position as of Q4 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 12,255 Hewlett Packard shares in Q4 2019, an estimated $186K.
  • Mid Atlantic Financial Management first reported a position in Hewlett Packard in Q4 2018 and held it in 4 quarters.
  • Mid Atlantic Financial Management's Hewlett Packard position peaked at $191K in Q2 2019.
  • 794 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q4 2019, filed 11 Feb 2020.