Sageworth Trust’s Hewlett Packard HPE Stock Holding History

Sageworth Trust’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	–	Sell	-37	Closed	–	–	264
2020 Q2	$0	Buy	+37	New	+$363	﹤0.01%	275
2018 Q4	–	Sell	-1,000	Closed	-$16K	–	199
2018 Q3	$16K	Buy	+1,000	New	+$16K	﹤0.01%	133

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

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

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

Sageworth Trust's HPE Position: Q3 2020 in Review

Sageworth Trust sold out of Hewlett Packard (HPE) in Q3 2020, closing a stake of 37 shares.

Sageworth Trust first reported a position in HPE in Q3 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 722 funds tracked by Wall St. Rank hold HPE as of Q3 2020.

Sageworth Trust reported no remaining Hewlett Packard position as of Q3 2020 after selling out during the quarter.
Sageworth Trust sold 37 Hewlett Packard shares in Q3 2020.
Sageworth Trust first reported a position in Hewlett Packard in Q3 2018 and held it in 2 quarters.
Sageworth Trust's Hewlett Packard position peaked at $16K in Q3 2018.
722 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2020.

Based on Sageworth Trust's 13F filing for Q3 2020, filed 4 Nov 2020.