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Sonora Investment Management’s Hewlett Packard HPE Stock Holding History

Sonora Investment Management’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
2021
Q3 		$2K Hold
115
– – ﹤0.01% 987
2021
Q2 		$2K Sell
115
-492
-81% -$7.77K ﹤0.01% 894
2021
Q1 		$10K Hold
607
– – ﹤0.01% 1281
2020
Q4 		$7K Hold
607
– – ﹤0.01% 1354
2020
Q3 		$6K Buy
607
+115
+23% +$1.1K ﹤0.01% 1389
2020
Q2 		$5K Buy
+492
New +$4.83K ﹤0.01% 1357
2019
Q3 		– Sell
-66
Closed -$1K – 1766
2019
Q2 		$1K Buy
+66
New +$1K ﹤0.01% 1635
2018
Q1 		– Sell
-885
Closed -$12.7K – 1206
2017
Q4 		$12.7K Buy
+885
New +$12.6K ﹤0.01% 716

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sonora Investment Management's HPE Position: Q3 2021 in Review

Sonora Investment Management held its Hewlett Packard (HPE) position steady in Q3 2021 at 115 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Sonora Investment Management first reported a position in HPE in Q4 2017 and has held it in 8 quarters since. The position peaked at $12.7K in Q4 2017. 769 funds tracked by Wall St. Rank hold HPE as of Q3 2021.

  • Sonora Investment Management held 115 shares of Hewlett Packard worth $2K as of Q3 2021.
  • Sonora Investment Management left its Hewlett Packard share count unchanged in Q3 2021.
  • Hewlett Packard made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #987 holding.
  • Sonora Investment Management first reported a position in Hewlett Packard in Q4 2017 and has held it in 8 quarters since.
  • Sonora Investment Management's Hewlett Packard position peaked at $12.7K in Q4 2017.
  • 769 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.