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Point View Wealth Management’s Hewlett Packard HPE Stock Holding History

Point View Wealth 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
2020
Q4 		$769K Sell
64,909
-9,117
-12% -$95.7K 0.31% 108
2020
Q3 		$694K Sell
74,026
-4,896
-6% -$46.8K 0.33% 95
2020
Q2 		$768K Sell
78,922
-1,818
-2% -$17.9K 0.37% 93
2020
Q1 		$784K Buy
80,740
+2,568
+3% +$33.6K 0.43% 81
2019
Q4 		$1.24M Buy
78,172
+4,126
+6% +$65.9K 0.51% 61
2019
Q3 		$1.12M Buy
74,046
+3,918
+6% +$55.7K 0.51% 67
2019
Q2 		$1.05M Buy
70,128
+2,283
+3% +$34.6K 0.45% 73
2019
Q1 		$1.05M Sell
67,845
-724
-1% -$11.2K 0.47% 73
2018
Q4 		$906K Buy
68,569
+3,969
+6% +$59.4K 0.46% 75
2018
Q3 		$1.05M Buy
64,600
+2,144
+3% +$34.3K 0.47% 68
2018
Q2 		$912K Buy
62,456
+1,724
+3% +$28.6K 0.42% 77
2018
Q1 		$1.06M Sell
60,732
-6,363
-9% -$108K 0.51% 59
2017
Q4 		$963K Buy
67,095
+8,846
+15% +$126K 0.46% 76
2017
Q3 		$857K Sell
58,249
-19,141
-25% -$261K 0.41% 85
2017
Q2 		$996K Sell
77,390
-26,864
-26% -$374K 0.49% 72
2017
Q1 		$1.44M Buy
104,254
+10,812
+12% +$145K 0.74% 35
2016
Q4 		$1.26M Buy
93,442
+1,525
+2% +$20.4K 0.72% 41
2016
Q3 		$1.22M Buy
91,917
+4,396
+5% +$54.3K 0.72% 40
2016
Q2 		$929K Sell
87,521
-1,311
-1% -$13.3K 0.56% 58
2016
Q1 		$915K Sell
88,832
-2,419
-3% -$20.3K 0.59% 51
2015
Q4 		$806K Buy
+91,251
New +$764K 0.58% 56

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 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

Point View Wealth Management's HPE Position: Q4 2020 in Review

Point View Wealth Management reduced its Hewlett Packard (HPE) stake by 12% in Q4 2020, selling an estimated $95.7K and leaving 64,909 shares worth $769K. The position accounts for 0.31% of the portfolio, ranked #108.

Point View Wealth Management first reported a position in HPE in Q4 2015 and has held it in 21 quarters since. The position peaked at $1.44M in Q1 2017. 760 funds tracked by Wall St. Rank hold HPE as of Q4 2020.

  • Point View Wealth Management held 64,909 shares of Hewlett Packard worth $769K as of Q4 2020.
  • Point View Wealth Management sold 9,117 Hewlett Packard shares in Q4 2020, an estimated $95.7K.
  • Hewlett Packard made up 0.31% of Point View Wealth Management's portfolio in Q4 2020, its #108 holding.
  • Point View Wealth Management first reported a position in Hewlett Packard in Q4 2015 and has held it in 21 quarters since.
  • Point View Wealth Management's Hewlett Packard position peaked at $1.44M in Q1 2017.
  • 760 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.