West Oak Capital’s Hewlett Packard HPE Stock Holding History

West Oak Capital’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
2022 Q2	–	Sell	-1,000	Closed	-$17K	–	344
2022 Q1	$17K	Hold	1,000	–	–	0.01%	231
2021 Q4	$16K	Hold	1,000	–	–	0.01%	242
2021 Q3	$14K	Hold	1,000	–	–	0.01%	261
2021 Q2	$15K	Hold	1,000	–	–	0.01%	258
2021 Q1	$16K	Hold	1,000	–	–	0.01%	243
2020 Q4	$12K	Hold	1,000	–	–	0.01%	249
2020 Q3	$9K	Hold	1,000	–	–	﹤0.01%	238
2020 Q2	$10K	Hold	1,000	–	–	0.01%	238
2020 Q1	$10K	Buy	+1,000	New	+$13.1K	0.01%	221
2019 Q3	–	Sell	-2,050	Closed	-$31K	–	313
2019 Q2	$31K	Hold	2,050	–	–	0.02%	204
2019 Q1	$32K	Hold	2,050	–	–	0.02%	193
2018 Q4	$27.1K	Hold	2,050	–	–	0.02%	193
2018 Q3	$33.4K	Hold	2,050	–	–	0.02%	201
2018 Q2	$30K	Hold	2,050	–	–	0.02%	201
2018 Q1	$36K	Hold	2,050	–	–	0.02%	200
2017 Q4	$29.4K	Hold	2,050	–	–	0.02%	191
2017 Q3	$30.2K	Sell	2,050 -592	-22%	-$8.08K	0.02%	209
2017 Q2	$34K	Sell	2,642 -2,165	-45%	-$30.1K	0.02%	210
2017 Q1	$66.2K	Buy	4,807 +1,280	+36%	+$17.2K	0.04%	167
2016 Q4	$47.4K	Hold	3,527	–	–	0.03%	182
2016 Q3	$46.6K	Hold	3,527	–	–	0.03%	181
2016 Q2	$37.5K	Hold	3,527	–	–	0.03%	182
2016 Q1	$36.3K	Hold	3,527	–	–	0.03%	159
2015 Q4	$31.2K	Buy	+3,527	New	+$29.5K	0.02%	169

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

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

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

West Oak Capital's HPE Position: Q2 2022 in Review

West Oak Capital sold out of Hewlett Packard (HPE) in Q2 2022, closing a stake of 1,000 shares — an estimated $17K sold.

West Oak Capital first reported a position in HPE in Q4 2015 and held it in 24 quarters. The position peaked at $66.2K in Q1 2017. 820 funds tracked by Wall St. Rank hold HPE as of Q2 2022.

West Oak Capital reported no remaining Hewlett Packard position as of Q2 2022 after selling out during the quarter.
West Oak Capital sold 1,000 Hewlett Packard shares in Q2 2022, an estimated $17K.
West Oak Capital first reported a position in Hewlett Packard in Q4 2015 and held it in 24 quarters.
West Oak Capital's Hewlett Packard position peaked at $66.2K in Q1 2017.
820 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2022.

Based on West Oak Capital's 13F filing for Q2 2022, filed 11 Jul 2022.