VFP
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Verus Financial Partners’s Hewlett Packard HPE Stock Holding History

Verus Financial Partners’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
Q4 		– Sell
-12,152
Closed -$114K – 134
2020
Q3 		$114K Buy
+12,152
New +$116K 0.04% 161

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State Street
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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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 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

Verus Financial Partners's HPE Position: Q4 2020 in Review

Verus Financial Partners sold out of Hewlett Packard (HPE) in Q4 2020, closing a stake of 12,152 shares — an estimated $114K sold.

Verus Financial Partners first reported a position in HPE in Q3 2020 and held it in 1 quarter. The position peaked at $114K in Q3 2020. 760 funds tracked by Wall St. Rank hold HPE as of Q4 2020.

  • Verus Financial Partners reported no remaining Hewlett Packard position as of Q4 2020 after selling out during the quarter.
  • Verus Financial Partners sold 12,152 Hewlett Packard shares in Q4 2020, an estimated $114K.
  • Verus Financial Partners first reported a position in Hewlett Packard in Q3 2020 and held it in 1 quarter.
  • Verus Financial Partners's Hewlett Packard position peaked at $114K in Q3 2020.
  • 760 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2020.

Based on Verus Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.