Newfound Research’s Hewlett Packard HPE Stock Holding History

Newfound Research’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
2020 Q2	–	Sell	-3	Closed	–	–	108
2020 Q1	$0	Hold	3	–	–	﹤0.01%	135
2019 Q4	$0	Buy	+3	New	+$48	﹤0.01%	172

Other funds holding HPE

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Newfound Research's HPE Position: Q2 2020 in Review

Newfound Research sold out of Hewlett Packard (HPE) in Q2 2020, closing a stake of 3 shares.

Newfound Research first reported a position in HPE in Q4 2019 and held it in 2 quarters. The position peaked at $0 in Q1 2020. 722 funds tracked by Wall St. Rank hold HPE as of Q2 2020.

Newfound Research reported no remaining Hewlett Packard position as of Q2 2020 after selling out during the quarter.
Newfound Research sold 3 Hewlett Packard shares in Q2 2020.
Newfound Research first reported a position in Hewlett Packard in Q4 2019 and held it in 2 quarters.
Newfound Research's Hewlett Packard position peaked at $0 in Q1 2020.
722 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.