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Planning Capital Management Corporation’s Hewlett Packard HPE Stock Holding History

Planning Capital Management Corporation’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
Q3 		$5.55K Buy
271
+158
+140% +$3.02K ﹤0.01% 503
2024
Q2 		$2.39K Hold
113
– – ﹤0.01% 524
2024
Q1 		$2K Hold
113
– – ﹤0.01% 563
2023
Q4 		$1.92K Buy
+113
New +$1.84K ﹤0.01% 563

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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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Planning Capital Management Corporation's HPE Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Hewlett Packard (HPE) stake by 140% in Q3 2024, buying an estimated $3.02K and bringing the position to 271 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Planning Capital Management Corporation first reported a position in HPE in Q4 2023 and has held it in 4 quarters since. 1,017 funds tracked by Wall St. Rank hold HPE as of Q3 2024.

  • Planning Capital Management Corporation held 271 shares of Hewlett Packard worth $5.55K as of Q3 2024.
  • Planning Capital Management Corporation bought 158 Hewlett Packard shares in Q3 2024, an estimated $3.02K.
  • Hewlett Packard made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #503 holding.
  • Planning Capital Management Corporation first reported a position in Hewlett Packard in Q4 2023 and has held it in 4 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.