Shine Investment Advisory Services’s Hewlett Packard HPE Stock Holding History

Shine Investment Advisory Services’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	$6K	Buy	690 +200	+41%	+$1.91K	﹤0.01%	608
2020 Q2	$5K	Hold	490	–	–	﹤0.01%	637
2020 Q1	$5K	Hold	490	–	–	﹤0.01%	609
2019 Q4	$8K	Buy	490 +395	+416%	+$6.31K	﹤0.01%	611
2019 Q3	$1K	Hold	95	–	–	﹤0.01%	712
2019 Q2	$1K	Hold	95	–	–	﹤0.01%	674
2019 Q1	$1K	Hold	95	–	–	﹤0.01%	684
2018 Q4	$1K	Hold	95	–	–	﹤0.01%	661
2018 Q3	$2K	Hold	95	–	–	﹤0.01%	626
2018 Q2	$1K	Hold	95	–	–	﹤0.01%	642
2018 Q1	$2K	Hold	95	–	–	﹤0.01%	627
2017 Q4	$1K	Hold	95	–	–	﹤0.01%	641
2017 Q3	$1K	Sell	95 -27	-22%	-$368	﹤0.01%	652
2017 Q2	$2K	Buy	+122	New	+$1.7K	﹤0.01%	633

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

Shine Investment Advisory Services's HPE Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Hewlett Packard (HPE) stake by 41% in Q3 2020, buying an estimated $1.91K and bringing the position to 690 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Shine Investment Advisory Services first reported a position in HPE in Q2 2017 and has held it in 14 quarters since. The position peaked at $8K in Q4 2019. 723 funds tracked by Wall St. Rank hold HPE as of Q3 2020.

Shine Investment Advisory Services held 690 shares of Hewlett Packard worth $6K as of Q3 2020.
Shine Investment Advisory Services bought 200 Hewlett Packard shares in Q3 2020, an estimated $1.91K.
Hewlett Packard made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #608 holding.
Shine Investment Advisory Services first reported a position in Hewlett Packard in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Hewlett Packard position peaked at $8K in Q4 2019.
723 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.