Sawyer & Company’s Hewlett Packard HPE Stock Holding History

Sawyer & Company’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
2024 Q4	–	Sell	-1,000	Closed	-$20K	–	185
2024 Q3	$20K	Hold	1,000	–	–	0.01%	151
2024 Q2	$21K	Hold	1,000	–	–	0.01%	141
2024 Q1	$17.7K	Hold	1,000	–	–	0.01%	147
2023 Q4	$17K	Hold	1,000	–	–	0.01%	152
2023 Q3	$17K	Hold	1,000	–	–	0.01%	152
2023 Q2	$17K	Hold	1,000	–	–	0.01%	142
2023 Q1	$16K	Hold	1,000	–	–	0.01%	148
2022 Q4	$16K	Hold	1,000	–	–	0.01%	156
2022 Q3	$12K	Hold	1,000	–	–	0.01%	155
2022 Q2	$13K	Hold	1,000	–	–	0.01%	155
2022 Q1	$17K	Hold	1,000	–	–	0.01%	153
2021 Q4	$16K	Hold	1,000	–	–	0.01%	156
2021 Q3	$14K	Hold	1,000	–	–	0.01%	161
2021 Q2	$15K	Hold	1,000	–	–	0.01%	151
2021 Q1	$16K	Hold	1,000	–	–	0.01%	141
2020 Q4	$12K	Hold	1,000	–	–	0.01%	142
2020 Q3	$9K	Hold	1,000	–	–	0.01%	150
2020 Q2	$10K	Hold	1,000	–	–	0.01%	149
2020 Q1	$10K	Hold	1,000	–	–	0.01%	146
2019 Q4	$16K	Hold	1,000	–	–	0.01%	151
2019 Q3	$15K	Hold	1,000	–	–	0.01%	151
2019 Q2	$15K	Hold	1,000	–	–	0.01%	154
2019 Q1	$15K	Hold	1,000	–	–	0.01%	150
2018 Q4	$13K	Hold	1,000	–	–	0.01%	158
2018 Q3	$16K	Hold	1,000	–	–	0.01%	164
2018 Q2	$15K	Hold	1,000	–	–	0.01%	165
2018 Q1	$18K	Hold	1,000	–	–	0.01%	162
2017 Q4	$14K	Buy	+1,000	New	+$14.2K	0.01%	157

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Sawyer & Company's HPE Position: Q4 2024 in Review

Sawyer & Company sold out of Hewlett Packard (HPE) in Q4 2024, closing a stake of 1,000 shares — an estimated $20K sold.

Sawyer & Company first reported a position in HPE in Q4 2017 and held it in 28 quarters. The position peaked at $21K in Q2 2024. 1,087 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

Sawyer & Company reported no remaining Hewlett Packard position as of Q4 2024 after selling out during the quarter.
Sawyer & Company sold 1,000 Hewlett Packard shares in Q4 2024, an estimated $20K.
Sawyer & Company first reported a position in Hewlett Packard in Q4 2017 and held it in 28 quarters.
Sawyer & Company's Hewlett Packard position peaked at $21K in Q2 2024.
1,087 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

Based on Sawyer & Company's 13F filing for Q4 2024, filed 14 Jan 2025.