PMAM
HPE icon

Penn Mutual Asset Management’s Hewlett Packard HPE Stock Holding History

Penn Mutual Asset Management’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
2025
Q1 		– Sell
-23,200
Closed -$495K – 73
2024
Q4 		$495K Hold
23,200
– – 0.89% 35
2024
Q3 		$475K Buy
23,200
+7,200
+45% +$138K 0.94% 28
2024
Q2 		$339K Buy
+16,000
New +$295K 0.72% 38

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Penn Mutual Asset Management's HPE Position: Q1 2025 in Review

Penn Mutual Asset Management sold out of Hewlett Packard (HPE) in Q1 2025, closing a stake of 23,200 shares — an estimated $495K sold.

Penn Mutual Asset Management first reported a position in HPE in Q2 2024 and held it in 3 quarters. The position peaked at $495K in Q4 2024. 1,030 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

  • Penn Mutual Asset Management reported no remaining Hewlett Packard position as of Q1 2025 after selling out during the quarter.
  • Penn Mutual Asset Management sold 23,200 Hewlett Packard shares in Q1 2025, an estimated $495K.
  • Penn Mutual Asset Management first reported a position in Hewlett Packard in Q2 2024 and held it in 3 quarters.
  • Penn Mutual Asset Management's Hewlett Packard position peaked at $495K in Q4 2024.
  • 1,030 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Penn Mutual Asset Management's 13F filing for Q1 2025, filed 13 May 2025.