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Tortoise Index Solutions’s Hewlett Packard HPE Stock Holding History

Tortoise Index Solutions’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
2019
Q4 		– Sell
-11,794
Closed -$179K – 125
2019
Q3 		$179K Buy
11,794
+3,351
+40% +$47.6K 0.05% 83
2019
Q2 		$126K Buy
8,443
+1,136
+16% +$17.2K 0.04% 83
2019
Q1 		$113K Buy
+7,307
New +$113K 0.03% 92

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tortoise Index Solutions's HPE Position: Q4 2019 in Review

Tortoise Index Solutions sold out of Hewlett Packard (HPE) in Q4 2019, closing a stake of 11,794 shares — an estimated $179K sold.

Tortoise Index Solutions first reported a position in HPE in Q1 2019 and held it in 3 quarters. The position peaked at $179K in Q3 2019. 794 funds tracked by Wall St. Rank hold HPE as of Q4 2019.

  • Tortoise Index Solutions reported no remaining Hewlett Packard position as of Q4 2019 after selling out during the quarter.
  • Tortoise Index Solutions sold 11,794 Hewlett Packard shares in Q4 2019, an estimated $179K.
  • Tortoise Index Solutions first reported a position in Hewlett Packard in Q1 2019 and held it in 3 quarters.
  • Tortoise Index Solutions's Hewlett Packard position peaked at $179K in Q3 2019.
  • 794 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2019.

Based on Tortoise Index Solutions's 13F filing for Q4 2019, filed 14 Feb 2020.