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Peninsula Wealth’s Hewlett Packard HPE Stock Holding History

Peninsula Wealth’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
2024
Q4 		$271K Buy
12,705
+151
+1% +$3.19K 0.05% 94
2024
Q3 		$262K Buy
12,554
+86
+0.7% +$1.64K 0.05% 86
2024
Q2 		$264K Buy
12,468
+87
+0.7% +$1.6K 0.05% 85
2024
Q1 		$220K Buy
12,381
+108
+0.9% +$1.75K 0.04% 87
2023
Q4 		$208K Buy
12,273
+66
+0.5% +$1.07K 0.04% 84
2023
Q3 		$186K Buy
12,207
+315
+3% +$5.42K 0.04% 82
2023
Q2 		$200K Buy
11,892
+169
+1% +$2.58K 0.05% 76
2023
Q1 		$187K Buy
11,723
+182
+2% +$2.86K 0.05% 72
2022
Q4 		$184K Sell
11,541
-215
-2% -$3.17K 0.06% 75
2022
Q3 		$141K Buy
11,756
+6
+0.1% +$82 0.05% 69
2022
Q2 		$156K Buy
11,750
+358
+3% +$5.43K 0.05% 66
2022
Q1 		$190K Buy
11,392
+160
+1% +$2.68K 0.05% 66
2021
Q4 		$177K Buy
+11,232
New +$169K 0.05% 66

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Peninsula Wealth's HPE Position: Q4 2024 in Review

Peninsula Wealth increased its Hewlett Packard (HPE) stake by 1.2% in Q4 2024, buying an estimated $3.19K and bringing the position to 12,705 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #94.

Peninsula Wealth first reported a position in HPE in Q4 2021 and has held it in 13 quarters since. 1,087 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

  • Peninsula Wealth held 12,705 shares of Hewlett Packard worth $271K as of Q4 2024.
  • Peninsula Wealth bought 151 Hewlett Packard shares in Q4 2024, an estimated $3.19K.
  • Hewlett Packard made up 0.05% of Peninsula Wealth's portfolio in Q4 2024, its #94 holding.
  • Peninsula Wealth first reported a position in Hewlett Packard in Q4 2021 and has held it in 13 quarters since.
  • 1,087 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.