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Oxford Financial Group’s Hewlett Packard HPE Stock Holding History

Oxford Financial Group’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
Q3 		– Sell
-10,478
Closed -$102K – 190
2020
Q2 		$102K Buy
+10,478
New +$103K 0.02% 161

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Oxford Financial Group's HPE Position: Q3 2020 in Review

Oxford Financial Group sold out of Hewlett Packard (HPE) in Q3 2020, closing a stake of 10,478 shares — an estimated $102K sold.

Oxford Financial Group first reported a position in HPE in Q2 2020 and held it in 1 quarter. The position peaked at $102K in Q2 2020. 722 funds tracked by Wall St. Rank hold HPE as of Q3 2020.

  • Oxford Financial Group reported no remaining Hewlett Packard position as of Q3 2020 after selling out during the quarter.
  • Oxford Financial Group sold 10,478 Hewlett Packard shares in Q3 2020, an estimated $102K.
  • Oxford Financial Group first reported a position in Hewlett Packard in Q2 2020 and held it in 1 quarter.
  • Oxford Financial Group's Hewlett Packard position peaked at $102K in Q2 2020.
  • 722 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2020.

Based on Oxford Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.