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Sterling Financial Planning’s Hewlett Packard HPE Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-1,184
Closed -$17K – 224
2021
Q3 		$17K Buy
+1,184
New +$17.1K 0.01% 276

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Sterling Financial Planning's HPE Position: Q4 2021 in Review

Sterling Financial Planning sold out of Hewlett Packard (HPE) in Q4 2021, closing a stake of 1,184 shares — an estimated $17K sold.

Sterling Financial Planning first reported a position in HPE in Q3 2021 and held it in 1 quarter. The position peaked at $17K in Q3 2021. 833 funds tracked by Wall St. Rank hold HPE as of Q4 2021.

  • Sterling Financial Planning reported no remaining Hewlett Packard position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,184 Hewlett Packard shares in Q4 2021, an estimated $17K.
  • Sterling Financial Planning first reported a position in Hewlett Packard in Q3 2021 and held it in 1 quarter.
  • Sterling Financial Planning's Hewlett Packard position peaked at $17K in Q3 2021.
  • 833 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.