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Schechter Investment Advisors’s Hewlett Packard HPE Stock Holding History

Schechter Investment 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
2025
Q1 		– Sell
-15,889
Closed -$339K – 655
2024
Q4 		$339K Buy
15,889
+1,956
+14% +$41.3K 0.03% 462
2024
Q3 		$285K Buy
13,933
+1,824
+15% +$34.9K 0.02% 508
2024
Q2 		$256K Buy
+12,109
New +$223K 0.02% 505

Other funds holding HPE

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Schechter Investment Advisors's HPE Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Hewlett Packard (HPE) in Q1 2025, closing a stake of 15,889 shares — an estimated $339K sold.

Schechter Investment Advisors first reported a position in HPE in Q2 2024 and held it in 3 quarters. The position peaked at $339K in Q4 2024. 1,030 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

  • Schechter Investment Advisors reported no remaining Hewlett Packard position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 15,889 Hewlett Packard shares in Q1 2025, an estimated $339K.
  • Schechter Investment Advisors first reported a position in Hewlett Packard in Q2 2024 and held it in 3 quarters.
  • Schechter Investment Advisors's Hewlett Packard position peaked at $339K in Q4 2024.
  • 1,030 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.