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Winch Advisory Services’s Hewlett Packard HPE Stock Holding History

Winch Advisory Services’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
Q4 		– Sell
-100
Closed -$2.05K – 548
2024
Q3 		$2.05K Buy
+100
New +$1.91K ﹤0.01% 375
2017
Q1 		– Sell
-747
Closed -$10K – 296
2016
Q4 		$10K Buy
747
+2
+0.3% +$27 0.01% 151
2016
Q3 		$10K Buy
745
+2
+0.3% +$25 0.01% 154
2016
Q2 		$8K Buy
743
+3
+0.4% +$31 0.01% 160
2016
Q1 		$8K Sell
740
-683
-48% -$5.72K 0.01% 133
2015
Q4 		$13K Buy
+1,423
New +$11.9K 0.01% 113

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Winch Advisory Services's HPE Position: Q4 2024 in Review

Winch Advisory Services sold out of Hewlett Packard (HPE) in Q4 2024, closing a stake of 100 shares — an estimated $2.05K sold.

Winch Advisory Services first reported a position in HPE in Q4 2015 and held it in 6 quarters. The position peaked at $13K in Q4 2015. 1,090 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

  • Winch Advisory Services reported no remaining Hewlett Packard position as of Q4 2024 after selling out during the quarter.
  • Winch Advisory Services sold 100 Hewlett Packard shares in Q4 2024, an estimated $2.05K.
  • Winch Advisory Services first reported a position in Hewlett Packard in Q4 2015 and held it in 6 quarters.
  • Winch Advisory Services's Hewlett Packard position peaked at $13K in Q4 2015.
  • 1,090 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

Based on Winch Advisory Services's 13F filing for Q4 2024, filed 14 Jan 2025.