6 Meridian’s Hawaiian Electric Industries HE Stock Holding History

6 Meridian’s Portfolio HE Stock Details HE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$207K	Buy	4,989 +51	+1%	+$2.07K	0.02%	382
2021 Q3	$202K	Sell	4,938 -989	-17%	-$42.4K	0.02%	374
2021 Q2	$251K	Sell	5,927 -239	-4%	-$10.3K	0.02%	260
2021 Q1	$274K	Buy	+6,166	New	+$226K	0.02%	230
2020 Q2	–	Sell	-13,092	Closed	-$564K	–	393
2020 Q1	$564K	Buy	13,092 +389	+3%	+$18K	0.06%	195
2019 Q4	$595K	Buy	12,703 +489	+4%	+$21.9K	0.05%	258
2019 Q3	$557K	Sell	12,214 -1,106	-8%	-$49.2K	0.05%	294
2019 Q2	$580K	Buy	13,320 +221	+2%	+$9.26K	0.06%	203
2019 Q1	$534K	Sell	13,099 -1,173	-8%	-$44.6K	0.05%	214
2018 Q4	$523K	Sell	14,272 -162	-1%	-$6.01K	0.06%	201
2018 Q3	$514K	Buy	14,434 +794	+6%	+$27.9K	0.05%	241
2018 Q2	$468K	Sell	13,640 -335	-2%	-$11.4K	0.05%	295
2018 Q1	$480K	Buy	13,975 +589	+4%	+$19.9K	0.05%	230
2017 Q4	$484K	Buy	+13,386	New	+$485K	0.06%	249

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

6 Meridian's HE Position: Q4 2021 in Review

6 Meridian increased its Hawaiian Electric Industries (HE) stake by 1% in Q4 2021, buying an estimated $2.07K and bringing the position to 4,989 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #382.

6 Meridian first reported a position in HE in Q4 2017 and has held it in 14 quarters since. The position peaked at $595K in Q4 2019. 332 funds tracked by Wall St. Rank hold HE as of Q4 2021.

6 Meridian held 4,989 shares of Hawaiian Electric Industries worth $207K as of Q4 2021.
6 Meridian bought 51 Hawaiian Electric Industries shares in Q4 2021, an estimated $2.07K.
Hawaiian Electric Industries made up 0.02% of 6 Meridian's portfolio in Q4 2021, its #382 holding.
6 Meridian first reported a position in Hawaiian Electric Industries in Q4 2017 and has held it in 14 quarters since.
6 Meridian's Hawaiian Electric Industries position peaked at $595K in Q4 2019.
332 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.