WEC
HPE icon

Winslow Evans & Crocker’s Hewlett Packard HPE Stock Holding History

Winslow Evans & Crocker’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 		$16K Buy
1,382
+860
+165% +$9.03K ﹤0.01% 845
2020
Q3 		$5K Sell
522
-80
-13% -$764 ﹤0.01% 878
2020
Q2 		$6K Sell
602
-190
-24% -$1.87K ﹤0.01% 847
2020
Q1 		$8K Sell
792
-234
-23% -$3.06K ﹤0.01% 753
2019
Q4 		$18K Buy
1,026
+80
+8% +$1.28K ﹤0.01% 680
2019
Q3 		$16K Hold
946
– – ﹤0.01% 691
2019
Q2 		$16K Sell
946
-44
-4% -$667 ﹤0.01% 712
2019
Q1 		$18K Hold
990
– – 0.01% 688
2018
Q4 		$14K Hold
990
– – ﹤0.01% 696
2018
Q3 		$18K Hold
990
– – 0.01% 681
2018
Q2 		$16K Buy
990
+190
+24% +$3.15K 0.01% 710
2018
Q1 		$14K Hold
800
– – ﹤0.01% 718
2017
Q4 		$11.5K Hold
800
– – ﹤0.01% 781
2017
Q3 		$11.8K Sell
800
-431
-35% -$5.88K ﹤0.01% 789
2017
Q2 		$15.8K Sell
1,231
-414
-25% -$5.76K ﹤0.01% 801
2017
Q1 		$22.6K Hold
1,645
– – 0.01% 706
2016
Q4 		$22.1K Hold
1,645
– – 0.01% 703
2016
Q3 		$21.7K Hold
1,645
– – 0.01% 715
2016
Q2 		$17.4K Buy
1,645
+4
+0.2% +$41 0.01% 734
2016
Q1 		$16.9K Sell
1,641
-4
-0.2% -$34 0.01% 745
2015
Q4 		$14.5K Buy
+1,645
New +$13.8K ﹤0.01% 822

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Winslow Evans & Crocker's HPE Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Hewlett Packard (HPE) stake by 165% in Q4 2020, buying an estimated $9.03K and bringing the position to 1,382 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Winslow Evans & Crocker first reported a position in HPE in Q4 2015 and has held it in 21 quarters since. The position peaked at $22.6K in Q1 2017. 760 funds tracked by Wall St. Rank hold HPE as of Q4 2020.

  • Winslow Evans & Crocker held 1,382 shares of Hewlett Packard worth $16K as of Q4 2020.
  • Winslow Evans & Crocker bought 860 Hewlett Packard shares in Q4 2020, an estimated $9.03K.
  • Hewlett Packard made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #845 holding.
  • Winslow Evans & Crocker first reported a position in Hewlett Packard in Q4 2015 and has held it in 21 quarters since.
  • Winslow Evans & Crocker's Hewlett Packard position peaked at $22.6K in Q1 2017.
  • 760 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.