The Family Firm’s Hewlett Packard HPE Stock Holding History

The Family Firm’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 Q3	–	Sell	-3,010	Closed	-$63.7K	–	482
2024 Q2	$63.7K	Buy	+3,010	New	+$55.5K	0.01%	355

Other funds holding HPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

The Family Firm's HPE Position: Q3 2024 in Review

The Family Firm sold out of Hewlett Packard (HPE) in Q3 2024, closing a stake of 3,010 shares — an estimated $63.7K sold.

The Family Firm first reported a position in HPE in Q2 2024 and held it in 1 quarter. The position peaked at $63.7K in Q2 2024. 1,017 funds tracked by Wall St. Rank hold HPE as of Q3 2024.

The Family Firm reported no remaining Hewlett Packard position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 3,010 Hewlett Packard shares in Q3 2024, an estimated $63.7K.
The Family Firm first reported a position in Hewlett Packard in Q2 2024 and held it in 1 quarter.
The Family Firm's Hewlett Packard position peaked at $63.7K in Q2 2024.
1,017 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.