Yorktown Management & Research Company’s Hewlett Packard HPE Stock Holding History

Yorktown Management & Research Company’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
2019 Q3	–	Sell	-40,900	Closed	-$611K	–	316
2019 Q2	$611K	Hold	40,900	–	–	0.23%	125
2019 Q1	$631K	Hold	40,900	–	–	0.2%	124
2018 Q4	$540K	Hold	40,900	–	–	0.18%	137
2018 Q3	$667K	Sell	40,900 -24,550	-38%	-$393K	0.2%	137
2018 Q2	$956K	Buy	65,450 +5,450	+9%	+$90.4K	0.28%	101
2018 Q1	$1.05M	Hold	60,000	–	–	0.31%	79
2017 Q4	$862K	Buy	60,000 +12,000	+25%	+$170K	0.25%	102
2017 Q3	$706K	Buy	+48,000	New	+$655K	0.19%	87

Other funds holding HPE

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Yorktown Management & Research Company's HPE Position: Q3 2019 in Review

Yorktown Management & Research Company sold out of Hewlett Packard (HPE) in Q3 2019, closing a stake of 40,900 shares — an estimated $611K sold.

Yorktown Management & Research Company first reported a position in HPE in Q3 2017 and held it in 8 quarters. The position peaked at $1.05M in Q1 2018. 730 funds tracked by Wall St. Rank hold HPE as of Q3 2019.

Yorktown Management & Research Company reported no remaining Hewlett Packard position as of Q3 2019 after selling out during the quarter.
Yorktown Management & Research Company sold 40,900 Hewlett Packard shares in Q3 2019, an estimated $611K.
Yorktown Management & Research Company first reported a position in Hewlett Packard in Q3 2017 and held it in 8 quarters.
Yorktown Management & Research Company's Hewlett Packard position peaked at $1.05M in Q1 2018.
730 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2019.

Based on Yorktown Management & Research Company's 13F filing for Q3 2019, filed 1 Nov 2019.