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Arden Trust’s Hawaiian Electric Industries HE Stock Holding History

Arden Trust’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
2024
Q2 		$218K Sell
24,182
-129,235
-84% -$1.34M 0.03% 223
2024
Q1 		$1.73M Sell
153,417
-23,472
-13% -$298K 0.24% 64
2023
Q4 		$2.51M Buy
176,889
+35,577
+25% +$463K 0.37% 44
2023
Q3 		$1.74M Buy
+141,312
New +$3.44M 0.29% 56

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Arden Trust's HE Position: Q2 2024 in Review

Arden Trust reduced its Hawaiian Electric Industries (HE) stake by 84% in Q2 2024, selling an estimated $1.34M and leaving 24,182 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #223.

Arden Trust first reported a position in HE in Q3 2023 and has held it in 4 quarters since. The position peaked at $2.51M in Q4 2023. 277 funds tracked by Wall St. Rank hold HE as of Q2 2024.

  • Arden Trust held 24,182 shares of Hawaiian Electric Industries worth $218K as of Q2 2024.
  • Arden Trust sold 129,235 Hawaiian Electric Industries shares in Q2 2024, an estimated $1.34M.
  • Hawaiian Electric Industries made up 0.03% of Arden Trust's portfolio in Q2 2024, its #223 holding.
  • Arden Trust first reported a position in Hawaiian Electric Industries in Q3 2023 and has held it in 4 quarters since.
  • Arden Trust's Hawaiian Electric Industries position peaked at $2.51M in Q4 2023.
  • 277 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.