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Price Wealth’s Hewlett Packard HPE Stock Holding History

Price 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
2020
Q3 		$12K Buy
1,315
+1,101
+514% +$10.5K ﹤0.01% 269
2020
Q2 		$2K Buy
+214
New +$2.1K ﹤0.01% 298
2018
Q3 		– Sell
-942
Closed -$14K – 282
2018
Q2 		$14K Buy
942
+537
+133% +$8.9K 0.01% 249
2018
Q1 		$7K Sell
405
-405
-50% -$6.88K ﹤0.01% 191
2017
Q4 		$11K Buy
+810
New +$11.5K 0.01% 184

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Price Wealth's HPE Position: Q3 2020 in Review

Price Wealth increased its Hewlett Packard (HPE) stake by 514% in Q3 2020, buying an estimated $10.5K and bringing the position to 1,315 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Price Wealth first reported a position in HPE in Q4 2017 and has held it in 5 quarters since. The position peaked at $14K in Q2 2018. 722 funds tracked by Wall St. Rank hold HPE as of Q3 2020.

  • Price Wealth held 1,315 shares of Hewlett Packard worth $12K as of Q3 2020.
  • Price Wealth bought 1,101 Hewlett Packard shares in Q3 2020, an estimated $10.5K.
  • Hewlett Packard made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #269 holding.
  • Price Wealth first reported a position in Hewlett Packard in Q4 2017 and has held it in 5 quarters since.
  • Price Wealth's Hewlett Packard position peaked at $14K in Q2 2018.
  • 722 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.