Simplicity Solutions’s Hewlett Packard HPE Stock Holding History

Simplicity Solutions’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
2023 Q4	$633K	Buy	37,292 +15,683	+73%	+$256K	0.02%	580
2023 Q3	$375K	Buy	21,609 +2	+0%	+$34	0.01%	688
2023 Q2	$363K	Buy	21,607 +773	+4%	+$11.8K	0.01%	767
2023 Q1	$332K	Buy	+20,834	New	+$327K	0.01%	817
2021 Q4	–	Sell	-29,518	Closed	-$421K	–	516
2021 Q3	$421K	Buy	29,518 +4,501	+18%	+$65K	0.06%	317
2021 Q2	$365K	Buy	25,017 +472	+2%	+$7.45K	0.07%	312
2021 Q1	$386K	Sell	24,545 -940	-4%	-$13K	0.09%	252
2020 Q4	$302K	Sell	25,485 -9,946	-28%	-$104K	﹤0.01%	778
2020 Q3	$332K	Buy	+35,431	New	+$338K	0.01%	703
2019 Q2	–	Sell	-34,357	Closed	-$530K	–	746
2019 Q1	$530K	Sell	34,357 -644	-2%	-$9.92K	0.03%	386
2018 Q4	$463K	Buy	+35,001	New	+$524K	0.06%	328

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Simplicity Solutions's HPE Position: Q4 2023 in Review

Simplicity Solutions increased its Hewlett Packard (HPE) stake by 73% in Q4 2023, buying an estimated $256K and bringing the position to 37,292 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #580.

Simplicity Solutions first reported a position in HPE in Q4 2018 and has held it in 11 quarters since. 900 funds tracked by Wall St. Rank hold HPE as of Q4 2023.

Simplicity Solutions held 37,292 shares of Hewlett Packard worth $633K as of Q4 2023.
Simplicity Solutions bought 15,683 Hewlett Packard shares in Q4 2023, an estimated $256K.
Hewlett Packard made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #580 holding.
Simplicity Solutions first reported a position in Hewlett Packard in Q4 2018 and has held it in 11 quarters since.
900 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.