Moody National Bank Trust Division’s Hewlett Packard HPE Stock Holding History

Moody National Bank Trust Division’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 Q4	–	Sell	-12,588	Closed	-$219K	–	567
2023 Q3	$219K	Hold	12,588	–	–	0.01%	558
2023 Q2	$211K	Hold	12,588	–	–	0.01%	583
2023 Q1	$201K	Hold	12,588	–	–	0.02%	586
2022 Q4	$201K	Hold	12,588	–	–	0.02%	579
2022 Q3	$151K	Hold	12,588	–	–	0.02%	570
2022 Q2	$167K	Buy	+12,588	New	+$191K	0.02%	503
2019 Q2	–	Sell	-3,235	Closed	-$50K	–	641
2019 Q1	$50K	Buy	3,235 +2,079	+180%	+$32K	﹤0.01%	428
2018 Q4	$15K	Buy	+1,156	New	+$17.3K	﹤0.01%	521

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Moody National Bank Trust Division's HPE Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Hewlett Packard (HPE) in Q4 2023, closing a stake of 12,588 shares — an estimated $219K sold.

Moody National Bank Trust Division first reported a position in HPE in Q4 2018 and held it in 8 quarters. The position peaked at $219K in Q3 2023. 901 funds tracked by Wall St. Rank hold HPE as of Q4 2023.

Moody National Bank Trust Division reported no remaining Hewlett Packard position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 12,588 Hewlett Packard shares in Q4 2023, an estimated $219K.
Moody National Bank Trust Division first reported a position in Hewlett Packard in Q4 2018 and held it in 8 quarters.
Moody National Bank Trust Division's Hewlett Packard position peaked at $219K in Q3 2023.
901 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.