New Age Alpha Advisors, LLC HPE HEWLETT PACKARD ENTERPRISE C

Ownership history in New Age Alpha Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

New Age Alpha Advisors, LLC reported HEWLETT PACKARD ENTERPRISE C (HPE) in 4 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.52% in 2024 Q1. The latest visible filing shows HPE at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HPE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New Age Alpha Advisors, LLC's position in HEWLETT PACKARD ENTERPRISE C, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HPE was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How New Age Alpha Advisors, LLC held HPE — position size vs. price
% of Fund (quarterly)    HPE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 22,722 +11,088 +95.3% 0.03% $541K 2026-05-11 $30.87
2025 Q3 REDUCED 11,634 -538 -4.4% 0.01% $286K 2025-11-12 $23.19
2025 Q2 REDUCED 75.7% +18.7% 12,172 -37,828 -75.7% 0.01% $249K 2025-08-11 $20.23
2024 Q1 INITIATED 50,000 0.52% $886K 2024-05-13 $16.49

FAQ About New Age Alpha Advisors, LLC and HPE

These are the practical questions this page is built to answer before you even open the full history table.

How long has New Age Alpha Advisors, LLC reported owning HPE?

New Age Alpha Advisors, LLC reported HPE across 4 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported HPE position in New Age Alpha Advisors, LLC's portfolio?

The largest reported portfolio weight for HPE was 0.52% in 2024 Q1.

What is the latest reported HPE position on this page?

The most recent filing on this page is 2026 Q1, when New Age Alpha Advisors, LLC reported 22,722 shares, equal to 0.03% of portfolio, with an estimated market value of $541K.

What does the chart on this HPE ownership page compare?

The chart compares New Age Alpha Advisors, LLC's quarterly HPE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did New Age Alpha Advisors, LLC time their HPE position?

Based on 13F filing dates vs. subsequent HPE price moves, New Age Alpha Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on HPE relative to SPY over the holding period was +42.3%.

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