WAS
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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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return