Mount Lucas Management’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-33,930
| Closed | -$815K | – | 184 |
|
|
2025
Q4 | $815K | Buy |
33,930
+447
| +1% | +$10.5K | 0.33% | 118 |
|
|
2025
Q3 | $822K | Sell |
33,483
-832
| -2% | -$18.4K | 0.34% | 96 |
|
|
2025
Q2 | $702K | Sell |
34,315
-9,175
| -21% | -$154K | 0.3% | 115 |
|
|
2025
Q1 | $671K | Buy |
+43,490
| New | +$866K | 0.22% | 105 |
|
|
2023
Q4 | – | Sell |
-143,479
| Closed | -$2.49M | – | 165 |
|
|
2023
Q3 | $2.49M | Sell |
143,479
-5,030
| -3% | -$86.5K | 0.88% | 37 |
|
|
2023
Q2 | $2.49M | Sell |
148,509
-191,343
| -56% | -$2.93M | 0.83% | 48 |
|
|
2023
Q1 | $5.41M | Buy |
339,852
+21,705
| +7% | +$341K | 1.43% | 14 |
|
|
2022
Q4 | $5.08M | Sell |
318,147
-78,864
| -20% | -$1.16M | 1.66% | 15 |
|
|
2022
Q3 | $4.76M | Sell |
397,011
-4,197
| -1% | -$57K | 1.64% | 10 |
|
|
2022
Q2 | $5.32M | Buy |
401,208
+152,933
| +62% | +$2.32M | 1.78% | 12 |
|
|
2022
Q1 | $4.15M | Sell |
248,275
-29,398
| -11% | -$493K | 1.21% | 18 |
|
|
2021
Q4 | $4.38M | Buy |
+277,673
| New | +$4.19M | 1.25% | 19 |
|
|
2021
Q2 | – | Sell |
-591,474
| Closed | -$9.31M | – | 123 |
|
|
2021
Q1 | $9.31M | Buy |
591,474
+60,125
| +11% | +$833K | 2.74% | 9 |
|
|
2020
Q4 | $6.3M | Buy |
531,349
+9,775
| +2% | +$103K | 1.32% | 23 |
|
|
2020
Q3 | $4.89M | Sell |
521,574
-35,186
| -6% | -$336K | 1.02% | 25 |
|
|
2020
Q2 | $5.42M | Buy |
+556,760
| New | +$5.47M | 1.07% | 24 |
|
|
2019
Q4 | – | Sell |
-20,262
| Closed | -$307K | – | 98 |
|
|
2019
Q3 | $307K | Sell |
20,262
-595,663
| -97% | -$8.47M | 0.06% | 87 |
|
|
2019
Q2 | $9.21M | Sell |
615,925
-13,936
| -2% | -$211K | 1.56% | 18 |
|
|
2019
Q1 | $9.72M | Buy |
629,861
+5,207
| +0.8% | +$80.2K | 1.61% | 14 |
|
|
2018
Q4 | $8.25M | Buy |
624,654
+12,071
| +2% | +$181K | 1.05% | 17 |
|
|
2018
Q3 | $9.99M | Buy |
+612,583
| New | +$9.81M | 1.47% | 21 |
|
|
2018
Q1 | – | Sell |
-396,140
| Closed | -$5.69M | – | 98 |
|
|
2017
Q4 | $5.69M | Sell |
396,140
-19,446
| -5% | -$276K | 0.98% | 29 |
|
|
2017
Q3 | $6.11M | Sell |
415,586
-155,500
| -27% | -$2.12M | 1.1% | 28 |
|
|
2017
Q2 | $7.35M | Sell |
571,086
-188,402
| -25% | -$2.62M | 1.38% | 26 |
|
|
2017
Q1 | $10.5M | Buy |
+759,488
| New | +$10.2M | 2.08% | 8 |
|
Other funds holding HPE
VCM
VPM
EIM
Mount Lucas Management's HPE Position: Q1 2026 in Review
Mount Lucas Management sold out of Hewlett Packard (HPE) in Q1 2026, closing a stake of 33,930 shares — an estimated $815K sold.
Mount Lucas Management first reported a position in HPE in Q1 2017 and held it in 25 quarters. The position peaked at $10.5M in Q1 2017. 1,110 funds tracked by Wall St. Rank hold HPE as of Q1 2026.
- Mount Lucas Management reported no remaining Hewlett Packard position as of Q1 2026 after selling out during the quarter.
- Mount Lucas Management sold 33,930 Hewlett Packard shares in Q1 2026, an estimated $815K.
- Mount Lucas Management first reported a position in Hewlett Packard in Q1 2017 and held it in 25 quarters.
- Mount Lucas Management's Hewlett Packard position peaked at $10.5M in Q1 2017.
- 1,110 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.
Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.