Rational Advisors’s Hewlett Packard HPE Stock Holding History

Rational 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
2020 Q4	–	Sell	-357	Closed	-$3K	–	384
2020 Q3	$3K	Buy	357 +106	+42%	+$1.01K	﹤0.01%	429
2020 Q2	$2K	Buy	+251	New	+$2.46K	﹤0.01%	473
2020 Q1	–	Sell	-12,138	Closed	-$193K	–	322
2019 Q4	$193K	Buy	12,138 +11,952	+6,426%	+$191K	0.09%	194
2019 Q3	$3K	Buy	186 +31	+20%	+$441	﹤0.01%	541
2019 Q2	$2K	Sell	155 -3,425	-96%	-$51.9K	﹤0.01%	541
2019 Q1	$55K	Buy	3,580 +3,479	+3,445%	+$53.6K	0.01%	309
2018 Q4	$1K	Buy	+101	New	+$1.51K	﹤0.01%	504
2018 Q3	–	Sell	-390	Closed	-$6K	–	538
2018 Q2	$6K	Sell	390 -12,103	-97%	-$201K	﹤0.01%	379
2018 Q1	$219K	Buy	+12,493	New	+$212K	0.1%	214
2017 Q2	–	Sell	-52,993	Closed	-$730K	–	320
2017 Q1	$730K	Buy	+52,993	New	+$712K	0.48%	76
2016 Q4	–	Sell	-52,993	Closed	-$701K	–	253
2016 Q3	$701K	Buy	+52,993	New	+$654K	0.46%	82

Other funds holding HPE

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rational Advisors's HPE Position: Q4 2020 in Review

Rational Advisors sold out of Hewlett Packard (HPE) in Q4 2020, closing a stake of 357 shares — an estimated $3K sold.

Rational Advisors first reported a position in HPE in Q3 2016 and held it in 11 quarters. The position peaked at $730K in Q1 2017. 760 funds tracked by Wall St. Rank hold HPE as of Q4 2020.

Rational Advisors reported no remaining Hewlett Packard position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 357 Hewlett Packard shares in Q4 2020, an estimated $3K.
Rational Advisors first reported a position in Hewlett Packard in Q3 2016 and held it in 11 quarters.
Rational Advisors's Hewlett Packard position peaked at $730K in Q1 2017.
760 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.