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Seven Springs Wealth Group’s Hewlett Packard HPE Stock Holding History

Seven Springs Wealth Group’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
-63
Closed -$1K – 265
2020
Q3 		$1K Hold
63
– – ﹤0.01% 130
2020
Q2 		$1K Hold
63
– – ﹤0.01% 131
2020
Q1 		$1K Hold
63
– – ﹤0.01% 135
2019
Q4 		$1K Buy
+63
New +$1.01K ﹤0.01% 188

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Seven Springs Wealth Group's HPE Position: Q4 2020 in Review

Seven Springs Wealth Group sold out of Hewlett Packard (HPE) in Q4 2020, closing a stake of 63 shares — an estimated $1K sold.

Seven Springs Wealth Group first reported a position in HPE in Q4 2019 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 760 funds tracked by Wall St. Rank hold HPE as of Q4 2020.

  • Seven Springs Wealth Group reported no remaining Hewlett Packard position as of Q4 2020 after selling out during the quarter.
  • Seven Springs Wealth Group sold 63 Hewlett Packard shares in Q4 2020, an estimated $1K.
  • Seven Springs Wealth Group first reported a position in Hewlett Packard in Q4 2019 and held it in 4 quarters.
  • Seven Springs Wealth Group's Hewlett Packard position peaked at $1K in Q3 2020.
  • 760 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2020.

Based on Seven Springs Wealth Group's 13F filing for Q4 2020, filed 1 Feb 2021.