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Spartan Planning & Wealth Management’s Hewlett Packard HPE Stock Holding History

Spartan Planning & Wealth 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
2023
Q4 		$77.2K Sell
4,544
-10,984
-71% -$179K 0.08% 112
2023
Q3 		$270K Buy
+15,528
New +$267K 0.32% 47
2022
Q4 		$217K Buy
+13,593
New +$200K 0.27% 59
2022
Q2 		– Sell
-18,206
Closed -$304K – 125
2022
Q1 		$304K Buy
+18,206
New +$305K 0.38% 36

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Spartan Planning & Wealth Management's HPE Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Hewlett Packard (HPE) stake by 71% in Q4 2023, selling an estimated $179K and leaving 4,544 shares worth $77.2K. The position accounts for 0.08% of the portfolio, ranked #112.

Spartan Planning & Wealth Management first reported a position in HPE in Q1 2022 and has held it in 4 quarters since. The position peaked at $304K in Q1 2022. 900 funds tracked by Wall St. Rank hold HPE as of Q4 2023.

  • Spartan Planning & Wealth Management held 4,544 shares of Hewlett Packard worth $77.2K as of Q4 2023.
  • Spartan Planning & Wealth Management sold 10,984 Hewlett Packard shares in Q4 2023, an estimated $179K.
  • Hewlett Packard made up 0.08% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #112 holding.
  • Spartan Planning & Wealth Management first reported a position in Hewlett Packard in Q1 2022 and has held it in 4 quarters since.
  • Spartan Planning & Wealth Management's Hewlett Packard position peaked at $304K in Q1 2022.
  • 900 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.