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Pin Oak Investment Advisors’s Hewlett Packard HPE Stock Holding History

Pin Oak Investment Advisors’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
Q2 		– Sell
-42
Closed -$1K – 469
2023
Q1 		$1K Buy
+42
New +$660 ﹤0.01% 418
2020
Q1 		– Sell
-3,162
Closed -$50K – 412
2019
Q4 		$50K Hold
3,162
– – 0.04% 181
2019
Q3 		$48K Sell
3,162
-100
-3% -$1.42K 0.04% 194
2019
Q2 		$49K Hold
3,262
– – 0.04% 199
2019
Q1 		$50K Hold
3,262
– – 0.04% 182
2018
Q4 		$43K Hold
3,262
– – 0.04% 182
2018
Q3 		$53K Hold
3,262
– – 0.04% 182
2018
Q2 		$48K Hold
3,262
– – 0.04% 196
2018
Q1 		$57K Hold
3,262
– – 0.05% 184
2017
Q4 		$47K Buy
+3,262
New +$46.3K 0.04% 194

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
Amundi
Amundi Paris, France $367B AUM 31.23% 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

Pin Oak Investment Advisors's HPE Position: Q2 2023 in Review

Pin Oak Investment Advisors sold out of Hewlett Packard (HPE) in Q2 2023, closing a stake of 42 shares — an estimated $1K sold.

Pin Oak Investment Advisors first reported a position in HPE in Q4 2017 and held it in 10 quarters. The position peaked at $57K in Q1 2018. 856 funds tracked by Wall St. Rank hold HPE as of Q2 2023.

  • Pin Oak Investment Advisors reported no remaining Hewlett Packard position as of Q2 2023 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 42 Hewlett Packard shares in Q2 2023, an estimated $1K.
  • Pin Oak Investment Advisors first reported a position in Hewlett Packard in Q4 2017 and held it in 10 quarters.
  • Pin Oak Investment Advisors's Hewlett Packard position peaked at $57K in Q1 2018.
  • 856 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2023.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.