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TDAM USA’s Hewlett Packard HPE Stock Holding History

TDAM USA’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
Q1 		– Sell
-14,252
Closed -$226K – 237
2019
Q4 		$226K Hold
14,252
– – 0.01% 235
2019
Q3 		$216K Sell
14,252
-2,077
-13% -$29.5K 0.02% 236
2019
Q2 		$244K Sell
16,329
-596
-4% -$9.03K 0.02% 235
2019
Q1 		$261K Sell
16,925
-649
-4% -$10K 0.02% 228
2018
Q4 		$232K Sell
17,574
-221
-1% -$3.31K 0.02% 294
2018
Q3 		$285K Buy
17,795
+570
+3% +$9.13K 0.02% 294
2018
Q2 		$252K Buy
17,225
+2,201
+15% +$36.5K 0.02% 308
2018
Q1 		$264K Hold
15,024
– – 0.02% 301
2017
Q4 		$216K Sell
15,024
-426
-3% -$6.05K 0.01% 314
2017
Q3 		$227K Sell
15,450
-4,595
-23% -$62.7K 0.01% 307
2017
Q2 		$259K Sell
20,045
-10,567
-35% -$147K 0.01% 303
2017
Q1 		$422K Buy
30,612
+279
+0.9% +$3.75K 0.02% 280
2016
Q4 		$408K Sell
30,333
-3,951
-12% -$52.8K 0.02% 284
2016
Q3 		$453K Buy
+34,284
New +$423K 0.02% 299

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TDAM USA's HPE Position: Q1 2020 in Review

TDAM USA sold out of Hewlett Packard (HPE) in Q1 2020, closing a stake of 14,252 shares — an estimated $226K sold.

TDAM USA first reported a position in HPE in Q3 2016 and held it in 14 quarters. The position peaked at $453K in Q3 2016. 733 funds tracked by Wall St. Rank hold HPE as of Q1 2020.

  • TDAM USA reported no remaining Hewlett Packard position as of Q1 2020 after selling out during the quarter.
  • TDAM USA sold 14,252 Hewlett Packard shares in Q1 2020, an estimated $226K.
  • TDAM USA first reported a position in Hewlett Packard in Q3 2016 and held it in 14 quarters.
  • TDAM USA's Hewlett Packard position peaked at $453K in Q3 2016.
  • 733 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2020.

Based on TDAM USA's 13F filing for Q1 2020, filed 15 May 2020.