TrueWealth LLC’s Hewlett Packard HPE Stock Holding History

TrueWealth LLC’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 Q2	$12K	Sell	1,284 -1,092	-46%	-$10.7K	0.01%	444
2020 Q1	$23K	Hold	2,376	–	–	0.01%	340
2019 Q4	$38K	Hold	2,376	–	–	0.02%	298
2019 Q3	$36K	Hold	2,376	–	–	0.02%	298
2019 Q2	$36K	Buy	2,376 +1,000	+73%	+$15.2K	0.02%	306
2019 Q1	$21K	Hold	1,376	–	–	0.01%	361
2018 Q4	$18K	Hold	1,376	–	–	0.01%	371
2018 Q3	$22K	Hold	1,376	–	–	0.01%	377
2018 Q2	$20K	Hold	1,376	–	–	0.01%	389
2018 Q1	$24K	Buy	1,376 +49	+4%	+$832	0.01%	336
2017 Q4	$19K	Buy	+1,327	New	+$18.9K	0.01%	400

Other funds holding HPE

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TrueWealth LLC's HPE Position: Q2 2020 in Review

TrueWealth LLC reduced its Hewlett Packard (HPE) stake by 46% in Q2 2020, selling an estimated $10.7K and leaving 1,284 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #444.

TrueWealth LLC first reported a position in HPE in Q4 2017 and has held it in 11 quarters since. The position peaked at $38K in Q4 2019. 723 funds tracked by Wall St. Rank hold HPE as of Q2 2020.

TrueWealth LLC held 1,284 shares of Hewlett Packard worth $12K as of Q2 2020.
TrueWealth LLC sold 1,092 Hewlett Packard shares in Q2 2020, an estimated $10.7K.
Hewlett Packard made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #444 holding.
TrueWealth LLC first reported a position in Hewlett Packard in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Hewlett Packard position peaked at $38K in Q4 2019.
723 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.