SWM
HPE icon

Sugarloaf Wealth Management’s Hewlett Packard HPE Stock Holding History

Sugarloaf 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
2024
Q4 		$15.6K Sell
732
-200
-21% -$4.22K ﹤0.01% 437
2024
Q3 		$19.1K Hold
932
– – ﹤0.01% 422
2024
Q2 		$19.7K Hold
932
– – ﹤0.01% 402
2024
Q1 		$16.5K Hold
932
– – ﹤0.01% 431
2023
Q4 		$15.8K Hold
932
– – ﹤0.01% 431
2023
Q3 		$16.2K Hold
932
– – ﹤0.01% 407
2023
Q2 		$15.7K Hold
932
– – ﹤0.01% 422
2023
Q1 		$14.8K Hold
932
– – ﹤0.01% 432
2022
Q4 		$14.9K Hold
932
– – ﹤0.01% 447
2022
Q3 		$12K Sell
932
-111
-11% -$1.51K ﹤0.01% 498
2022
Q2 		$14K Buy
1,043
+111
+12% +$1.68K ﹤0.01% 469
2022
Q1 		$16K Hold
932
– – ﹤0.01% 435
2021
Q4 		$15K Hold
932
– – ﹤0.01% 464
2021
Q3 		$13K Hold
932
– – ﹤0.01% 492
2021
Q2 		$14K Hold
932
– – ﹤0.01% 463
2021
Q1 		$15 Hold
932
– – ﹤0.01% 458
2020
Q4 		$11K Hold
932
– – ﹤0.01% 470
2020
Q3 		$9K Hold
932
– – ﹤0.01% 466
2020
Q2 		$9K Hold
932
– – ﹤0.01% 457
2020
Q1 		$9K Hold
932
– – ﹤0.01% 443
2019
Q4 		$15K Buy
+932
New +$14.9K 0.01% 412

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sugarloaf Wealth Management's HPE Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Hewlett Packard (HPE) stake by 21% in Q4 2024, selling an estimated $4.22K and leaving 732 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Sugarloaf Wealth Management first reported a position in HPE in Q4 2019 and has held it in 21 quarters since. The position peaked at $19.7K in Q2 2024. 1,087 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

  • Sugarloaf Wealth Management held 732 shares of Hewlett Packard worth $15.6K as of Q4 2024.
  • Sugarloaf Wealth Management sold 200 Hewlett Packard shares in Q4 2024, an estimated $4.22K.
  • Hewlett Packard made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #437 holding.
  • Sugarloaf Wealth Management first reported a position in Hewlett Packard in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Hewlett Packard position peaked at $19.7K in Q2 2024.
  • 1,087 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.