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Sun Life Financial’s Hewlett Packard HPE Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-18,926
Closed -$298K – 265
2021
Q1 		$298K Sell
18,926
-2,978
-14% -$41.2K 0.03% 93
2020
Q4 		$260K Sell
21,904
-36,790
-63% -$386K 0.03% 96
2020
Q3 		$550K Buy
58,694
+57,915
+7,435% +$553K 0.09% 80
2020
Q2 		$8K Buy
779
+22
+3% +$216 ﹤0.01% 333
2020
Q1 		$7K Sell
757
-12
-2% -$157 ﹤0.01% 315
2019
Q4 		$12K Sell
769
-296
-28% -$4.73K ﹤0.01% 289
2019
Q3 		$16K Sell
1,065
-31
-3% -$441 ﹤0.01% 427
2019
Q2 		$16K Sell
1,096
-1,247
-53% -$18.9K ﹤0.01% 426
2019
Q1 		$36K Sell
2,343
-1,726
-42% -$26.6K 0.01% 395
2018
Q4 		$54K Buy
4,069
+21
+0.5% +$315 0.01% 379
2018
Q3 		$66K Sell
4,048
-88
-2% -$1.41K 0.01% 383
2018
Q2 		$60K Buy
4,136
+4,010
+3,183% +$66.5K 0.01% 395
2018
Q1 		$7.16K Sell
126
-3,357
-96% -$57K 0.06% 118
2017
Q4 		$50K Sell
3,483
-8,654
-71% -$123K 0.01% 271
2017
Q3 		$179K Sell
12,137
-3,598
-23% -$49.1K 0.02% 245
2017
Q2 		$203K Buy
15,735
+15,699
+43,608% +$219K 0.02% 227
2017
Q1 		$898 Hold
36
– – ﹤0.01% 139
2016
Q4 		$890 Buy
+36
New +$481 0.01% 86

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sun Life Financial's HPE Position: Q2 2021 in Review

Sun Life Financial sold out of Hewlett Packard (HPE) in Q2 2021, closing a stake of 18,926 shares — an estimated $298K sold.

Sun Life Financial first reported a position in HPE in Q4 2016 and held it in 18 quarters. The position peaked at $550K in Q3 2020. 785 funds tracked by Wall St. Rank hold HPE as of Q2 2021.

  • Sun Life Financial reported no remaining Hewlett Packard position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 18,926 Hewlett Packard shares in Q2 2021, an estimated $298K.
  • Sun Life Financial first reported a position in Hewlett Packard in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Hewlett Packard position peaked at $550K in Q3 2020.
  • 785 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.