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Steward Financial Group’s Hewlett Packard HPE Stock Holding History

Steward Financial Group’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
Q3 		$7K Buy
+420
New +$7.22K ﹤0.01% 497
2023
Q2 		– Sell
-411
Closed -$6K – 706
2023
Q1 		$6K Buy
411
+237
+136% +$3.72K ﹤0.01% 279
2022
Q4 		$2K Buy
+174
New +$2.56K ﹤0.01% 330
2022
Q3 		– Sell
-246
Closed -$3K – 635
2022
Q2 		$3K Buy
+246
New +$3.73K ﹤0.01% 452

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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Steward Financial Group's HPE Position: Q3 2023 in Review

Steward Financial Group opened a new position in Hewlett Packard (HPE) in Q3 2023: 420 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HPE as recently as Q1 2023.

Steward Financial Group first reported a position in HPE in Q2 2022 and has held it in 4 quarters since. 856 funds tracked by Wall St. Rank hold HPE as of Q3 2023.

  • Steward Financial Group held 420 shares of Hewlett Packard worth $7K as of Q3 2023.
  • Hewlett Packard was a new Steward Financial Group position in Q3 2023.
  • Hewlett Packard made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #497 holding.
  • Steward Financial Group first reported a position in Hewlett Packard in Q2 2022 and has held it in 4 quarters since.
  • 856 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.