Sarah T. Connolly’s Hewlett Packard HPE Stock Holding History

Sarah T. Connolly’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
2023 Q4	–	Sell	-12,750	Closed	-$221K	–	39
2023 Q3	$221K	Hold	12,750	–	–	0.15%	84
2023 Q2	$214K	Hold	12,750	–	–	0.13%	91
2023 Q1	$203K	Hold	12,750	–	–	0.13%	94
2022 Q4	$203K	Hold	12,750	–	–	0.14%	94
2022 Q3	$153K	Hold	12,750	–	–	0.11%	94
2022 Q2	$169K	Hold	12,750	–	–	0.12%	93
2022 Q1	$213K	Hold	12,750	–	–	0.12%	91
2021 Q4	$201K	Hold	12,750	–	–	0.11%	96
2021 Q3	$182K	Hold	12,750	–	–	0.15%	95
2021 Q2	$186K	Hold	12,750	–	–	0.15%	92
2021 Q1	$201K	Hold	12,750	–	–	0.18%	89
2020 Q4	$151K	Buy	+12,750	New	+$134K	0.14%	88

Other funds holding HPE

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sarah T. Connolly's HPE Position: Q4 2023 in Review

Sarah T. Connolly sold out of Hewlett Packard (HPE) in Q4 2023, closing a stake of 12,750 shares — an estimated $221K sold.

Sarah T. Connolly first reported a position in HPE in Q4 2020 and held it in 12 quarters. The position peaked at $221K in Q3 2023. 901 funds tracked by Wall St. Rank hold HPE as of Q4 2023.

Sarah T. Connolly reported no remaining Hewlett Packard position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 12,750 Hewlett Packard shares in Q4 2023, an estimated $221K.
Sarah T. Connolly first reported a position in Hewlett Packard in Q4 2020 and held it in 12 quarters.
Sarah T. Connolly's Hewlett Packard position peaked at $221K in Q3 2023.
901 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.