Ownership history in AIA Group Ltd Β· 15 quarters on record
This page tracks every 13F SEC filing in which AIA Group Ltd reported a position in HEWLETT PACKARD ENTERPRISE C (HPE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π AIA Group Ltd outperformed the S&P 500 by +4.1% annually on this HPE position. Timing score: 29% (4/14 decisions correct). Average cost basis: $19.11. Maximum drawdown during holding period: β27.1%.
β
Outperformed SPY on this position by 4.1% ann.
14 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 14 add/trim decisions correct
Best entry: $11.99 (2022 Q2) Β· Worst: $24.41 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
8 adds Β· 7 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.1% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size