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United Asset Strategies’s Hewlett Packard HPE Stock Holding History

United Asset Strategies’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
-11,964
Closed -$253K – 240
2024
Q2 		$253K Buy
+11,964
New +$221K 0.03% 205

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

United Asset Strategies's HPE Position: Q3 2024 in Review

United Asset Strategies sold out of Hewlett Packard (HPE) in Q3 2024, closing a stake of 11,964 shares — an estimated $253K sold.

United Asset Strategies first reported a position in HPE in Q2 2024 and held it in 1 quarter. The position peaked at $253K in Q2 2024. 1,016 funds tracked by Wall St. Rank hold HPE as of Q3 2024.

  • United Asset Strategies reported no remaining Hewlett Packard position as of Q3 2024 after selling out during the quarter.
  • United Asset Strategies sold 11,964 Hewlett Packard shares in Q3 2024, an estimated $253K.
  • United Asset Strategies first reported a position in Hewlett Packard in Q2 2024 and held it in 1 quarter.
  • United Asset Strategies's Hewlett Packard position peaked at $253K in Q2 2024.
  • 1,016 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2024.

Based on United Asset Strategies's 13F filing for Q3 2024, filed 28 Oct 2024.