Spirit of America Management Corp’s Hewlett Packard HPE Stock Holding History

Spirit of America Management Corp’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 Q4	–	Sell	-3,900	Closed	-$37K	–	232
2020 Q3	$37K	Sell	3,900 -5,000	-56%	-$47.8K	0.01%	215
2020 Q2	$87K	Hold	8,900	–	–	0.02%	202
2020 Q1	$86K	Sell	8,900 -3,400	-28%	-$44.5K	0.03%	203
2019 Q4	$195K	Sell	12,300 -2,000	-14%	-$32K	0.03%	197
2019 Q3	$217K	Hold	14,300	–	–	0.04%	202
2019 Q2	$214K	Hold	14,300	–	–	0.03%	204
2019 Q1	$221K	Hold	14,300	–	–	0.03%	202
2018 Q4	$189K	Hold	14,300	–	–	0.03%	206
2018 Q3	$233K	Hold	14,300	–	–	0.03%	215
2018 Q2	$209K	Hold	14,300	–	–	0.03%	226
2018 Q1	$251K	Hold	14,300	–	–	0.03%	223
2017 Q4	$205K	Hold	14,300	–	–	0.02%	235
2017 Q3	$210K	Sell	14,300 -4,133	-22%	-$56.4K	0.02%	293
2017 Q2	$237K	Sell	18,433 -6,171	-25%	-$85.9K	0.03%	285
2017 Q1	$339K	Buy	24,604 +5,678	+30%	+$76.3K	0.04%	250
2016 Q4	$255K	Hold	18,926	–	–	0.03%	284
2016 Q3	$250K	Hold	18,926	–	–	0.03%	278
2016 Q2	$201K	Hold	18,926	–	–	0.03%	276
2016 Q1	$195K	Hold	18,926	–	–	0.03%	277
2015 Q4	$167K	Buy	+18,926	New	+$158K	0.03%	280

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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Spirit of America Management Corp's HPE Position: Q4 2020 in Review

Spirit of America Management Corp sold out of Hewlett Packard (HPE) in Q4 2020, closing a stake of 3,900 shares — an estimated $37K sold.

Spirit of America Management Corp first reported a position in HPE in Q4 2015 and held it in 20 quarters. The position peaked at $339K in Q1 2017. 761 funds tracked by Wall St. Rank hold HPE as of Q4 2020.

Spirit of America Management Corp reported no remaining Hewlett Packard position as of Q4 2020 after selling out during the quarter.
Spirit of America Management Corp sold 3,900 Hewlett Packard shares in Q4 2020, an estimated $37K.
Spirit of America Management Corp first reported a position in Hewlett Packard in Q4 2015 and held it in 20 quarters.
Spirit of America Management Corp's Hewlett Packard position peaked at $339K in Q1 2017.
761 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2020.

Based on Spirit of America Management Corp's 13F filing for Q4 2020, filed 19 Jan 2021.