MPS Loria Financial Planners’s Hewlett Packard HPE Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-139	Closed	-$2K	–	315
2021 Q1	$2K	Hold	139	–	–	﹤0.01%	439
2020 Q4	$2K	Buy	139 +101	+266%	+$1.06K	﹤0.01%	466
2020 Q3	$0	Buy	38 +1	+3%	+$10	﹤0.01%	333
2020 Q2	$0	Buy	+37	New	+$363	﹤0.01%	336
2017 Q3	–	Sell	-44	Closed	-$1K	–	198
2017 Q2	$1K	Buy	+44	New	+$613	﹤0.01%	373

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MPS Loria Financial Planners's HPE Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Hewlett Packard (HPE) in Q2 2021, closing a stake of 139 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in HPE in Q2 2017 and held it in 5 quarters. The position peaked at $2K in Q1 2021. 785 funds tracked by Wall St. Rank hold HPE as of Q2 2021.

MPS Loria Financial Planners reported no remaining Hewlett Packard position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 139 Hewlett Packard shares in Q2 2021, an estimated $2K.
MPS Loria Financial Planners first reported a position in Hewlett Packard in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Hewlett Packard position peaked at $2K in Q1 2021.
785 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.