MinichMacGregor Wealth Management’s Hewlett Packard HPE Stock Holding History

MinichMacGregor Wealth 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
2023 Q1	–	Sell	-51	Closed	-$813	–	318
2022 Q4	$813	Buy	+51	New	+$752	﹤0.01%	645
2018 Q4	–	Sell	-103	Closed	-$1K	–	260
2018 Q3	$1K	Hold	103	–	–	﹤0.01%	482
2018 Q2	$1K	Hold	103	–	–	﹤0.01%	485
2018 Q1	$1K	Hold	103	–	–	﹤0.01%	467
2017 Q4	$1K	Hold	103	–	–	﹤0.01%	460
2017 Q3	$1K	Sell	103 -30	-23%	-$409	﹤0.01%	436
2017 Q2	$1K	Sell	133 -63	-32%	-$877	﹤0.01%	431
2017 Q1	$2K	Sell	196 -103	-34%	-$1.38K	﹤0.01%	379
2016 Q4	$4K	Hold	299	–	–	﹤0.01%	350
2016 Q3	$3K	Hold	299	–	–	﹤0.01%	359
2016 Q2	$3K	Sell	299 -16	-5%	-$163	﹤0.01%	348
2016 Q1	$3K	Buy	+315	New	+$2.64K	﹤0.01%	339

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

MinichMacGregor Wealth Management's HPE Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Hewlett Packard (HPE) in Q1 2023, closing a stake of 51 shares — an estimated $813 sold.

MinichMacGregor Wealth Management first reported a position in HPE in Q1 2016 and held it in 12 quarters. The position peaked at $4K in Q4 2016. 840 funds tracked by Wall St. Rank hold HPE as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Hewlett Packard position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 51 Hewlett Packard shares in Q1 2023, an estimated $813.
MinichMacGregor Wealth Management first reported a position in Hewlett Packard in Q1 2016 and held it in 12 quarters.
MinichMacGregor Wealth Management's Hewlett Packard position peaked at $4K in Q4 2016.
840 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.