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V. D. Dodge, E. M. Cox

Dodge & Cox Stock Fund

Dodge & Cox Stock Fund Hewlett Packard Enterprise Co stake

total: 130

Dodge & Cox Stock Fund HPE trades

Total transactions:
16
New positions:
1
Sold out:
1
Added:
6
Reduced:
8
Held since:
2019 Q3
Held for:
19 quarters
Latest activity:
2024 Q2
According to 2026 Q1 report, Dodge & Cox Stock Fund doesn't hold any Hewlett Packard Enterprise Co (HPE) shares. To date, the estimated cost basis is nearly $14.12 for "buy" trades and estimated average "sell" price is $15.29. Dodge & Cox Stock Fund first purchased HPE in 2019 Q3, initially acquiring about 76.73M shares. Since the initial investment in Hewlett Packard Enterprise Co (HPE), Dodge & Cox Stock Fund has made 15 more transactions.

When did Dodge & Cox Stock Fund sell Hewlett Packard Enterprise Co (HPE)?

Dodge & Cox Stock Fund sold off the entire Hewlett Packard Enterprise Co (HPE) position in 2024 Q2.

When did Dodge & Cox Stock Fund buy Hewlett Packard Enterprise Co (HPE)?

Dodge & Cox Stock Fund first invested in Hewlett Packard Enterprise Co (HPE) in 2019 Q3 at the reported quarter-end price of $15.17 per share.

What's the cost basis of Dodge & Cox Stock Fund's HPE stake?

The estimated cost basis for Hewlett Packard Enterprise Co (HPE) stake is around $14.12 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$14.12
Weighted AVG sell price:
$15.29

Dodge & Cox Stock Fund's historical trades in Hewlett Packard Enterprise Co

16 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q2
0.00%
0
$17.73
-100% (-37,601,469)
-0.61%
2024 Q1
0.61%
37,601,469
$17.73
$666,674,045
-10.17% (-4,256,080)
-0.07%
2023 Q3
0.79%
41,857,549
$17.37
$727,065,626
+0.54% (+225,300)
+0%
2023 Q2
0.75%
41,632,249
$16.80
$699,421,783
-3.54% (-1,527,500)
-0.03%
2022 Q4
0.78%
43,159,749
$15.96
$688,829,594
-1.99% (-876,400)
-0.02%
2022 Q3
0.67%
44,036,149
$11.98
$527,553,065
-38.16% (-27,178,200)
-0.38%
2022 Q2
1.11%
71,214,349
$13.26
$944,302,268
-0.17% (-120,600)
-0%
2021 Q4
1.16%
71,334,949
$15.77
$1,124,952,146
-7.31% (-5,622,100)
-0.1%
2021 Q3
1.20%
76,957,049
$14.25
$1,096,637,948
+5.15% (+3,771,700)
+0.06%
2021 Q2
1.20%
73,185,349
$14.58
$1,067,042,388
-24.37% (-23,579,285)
-0.42%
2021 Q1
1.88%
$15.74
+1.25% (+1,192,789)
2020 Q4
1.60%
$11.85
-0.16% (-156,600)
2020 Q3
1.48%
$9.37
+1.06% (+1,000,000)
2020 Q2
1.54%
$9.73
+16.05% (+13,100,000)
2020 Q1
1.54%
$9.71
+6.39% (+4,901,200)
2019 Q3
1.68%
$15.17
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.