HPE — HEWLETT PACKARD ENTERPRISE C

Ownership history in Simplicity Wealth,LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2024 Q4)
Avg. % of fund
0.02%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 17,020 +1,081 +6.8% 0.02% $418K $24.41
2025 Q2 ADDED 15,939 +4,391 +38.0% 0.01% $326K $20.22
2025 Q1 ADDED 11,548 +1,070 +10.2% 0.01% $178K $15.15
2024 Q4 REDUCED 10,478 -31,074 -74.8% 0.05% $224K $20.79
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HPE price (monthly, adj. close)

Other funds also holding HPE

As of 2025 Q4 — sorted by position size

Totem Point Management, LLC 3Y 7Y 9.74% Slate Path Capital LP 3Y 7Y 7.9% Analog Century Management LP 3Y 3.21% DigitalBridge Group, Inc. 3Y 3.18% HAWK RIDGE CAPITAL MANAGEMENT LP 3Y 7Y 3.08% Portman Square Capital LLP 3Y 3.01% Advanced Portfolio Management, LLC 2.68% Barnett & Company, Inc. 3Y 7Y 2.54% Minneapolis Portfolio Management Group, LLC 3Y 7Y 2.07% Elliott Investment Management L.P. 3Y 1.98%
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