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Newton One Investments’s Hewlett Packard HPE Stock Holding History

Newton One Investments’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
-1,016
Closed -$17.6K – 117
2023
Q3 		$17.6K Buy
1,016
+7
+0.7% +$120 0.01% 82
2023
Q2 		$16.9K Buy
1,009
+8
+0.8% +$122 0.01% 85
2023
Q1 		$15.9K Hold
1,001
– – 0.01% 83
2022
Q4 		$16K Hold
1,001
– – 0.01% 84
2022
Q3 		$12K Hold
1,001
– – 0.01% 96
2022
Q2 		$13K Hold
1,001
– – 0.01% 99
2022
Q1 		$17K Buy
1,001
+7
+0.7% +$117 0.01% 95
2021
Q4 		$16K Buy
994
+8
+0.8% +$121 0.01% 98
2021
Q3 		$14K Buy
986
+8
+0.8% +$116 0.01% 100
2021
Q2 		$14K Buy
978
+8
+0.8% +$126 0.01% 99
2021
Q1 		$15K Buy
970
+9
+0.9% +$125 0.01% 63
2020
Q4 		$11K Buy
+961
New +$10.1K 0.01% 61

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Newton One Investments's HPE Position: Q4 2023 in Review

Newton One Investments sold out of Hewlett Packard (HPE) in Q4 2023, closing a stake of 1,016 shares — an estimated $17.6K sold.

Newton One Investments first reported a position in HPE in Q4 2020 and held it in 12 quarters. The position peaked at $17.6K in Q3 2023. 900 funds tracked by Wall St. Rank hold HPE as of Q4 2023.

  • Newton One Investments reported no remaining Hewlett Packard position as of Q4 2023 after selling out during the quarter.
  • Newton One Investments sold 1,016 Hewlett Packard shares in Q4 2023, an estimated $17.6K.
  • Newton One Investments first reported a position in Hewlett Packard in Q4 2020 and held it in 12 quarters.
  • Newton One Investments's Hewlett Packard position peaked at $17.6K in Q3 2023.
  • 900 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2023.

Based on Newton One Investments's 13F filing for Q4 2023, filed 23 Jan 2024.