David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Hewlett Packard Enterprise Co. (HPE)
← All HPE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q3 0 0.00 Sell 100.00% 1.05 $10.42–13.68 · VW $12.47i SEC
2016   Q2 510,187 1.05 Reduce 6.84% 0.08 $8.94–11.54 · VW $10.33i $5,417,000 SEC
2016   Q1 547,653 1.11 Add 1.03% 0.01 $6.76–10.51 · VW $8.39i $5,643,000 SEC
2015   Q4 542,060 0.93 Buy 0.93 $7.63–9.23 · VW $8.49i
IPO/listing quarter
$4,789,000 SEC
Price snapshot:
Current price$47.24
52-week low$19.23
52-week high$64.06