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Simon Quick Advisors’s Hewlett Packard HPE Stock Holding History

Simon Quick 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
Q2 		– Sell
-13,389
Closed -$207K – 481
2025
Q1 		$207K Buy
+13,389
New +$267K 0.01% 552
2024
Q2 		– Sell
-16,608
Closed -$294K – 419
2024
Q1 		$294K Buy
+16,608
New +$270K 0.02% 301
2020
Q3 		– Sell
-276
Closed -$3K – 468
2020
Q2 		$3K Buy
+276
New +$2.71K ﹤0.01% 391
2017
Q4 		– Sell
-400
Closed -$6K – 510
2017
Q3 		$6K Buy
+400
New +$5.46K ﹤0.01% 453

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Simon Quick Advisors's HPE Position: Q2 2025 in Review

Simon Quick Advisors sold out of Hewlett Packard (HPE) in Q2 2025, closing a stake of 13,389 shares — an estimated $207K sold.

Simon Quick Advisors first reported a position in HPE in Q3 2017 and held it in 4 quarters. The position peaked at $294K in Q1 2024. 1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

  • Simon Quick Advisors reported no remaining Hewlett Packard position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 13,389 Hewlett Packard shares in Q2 2025, an estimated $207K.
  • Simon Quick Advisors first reported a position in Hewlett Packard in Q3 2017 and held it in 4 quarters.
  • Simon Quick Advisors's Hewlett Packard position peaked at $294K in Q1 2024.
  • 1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.