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Arrow Financial’s Hawaiian Electric Industries HE Stock Holding History

Arrow Financial’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
2023
Q4 		– Sell
-746
Closed -$9.18K – 355
2023
Q3 		$9.18K Hold
746
– – ﹤0.01% 289
2023
Q2 		$27K Hold
746
– – ﹤0.01% 236
2023
Q1 		$28.6K Sell
746
-749
-50% -$30.4K ﹤0.01% 233
2022
Q4 		$63K Hold
1,495
– – 0.01% 202
2022
Q3 		$52K Hold
1,495
– – 0.01% 202
2022
Q2 		$61K Hold
1,495
– – 0.01% 199
2022
Q1 		$63K Sell
1,495
-207
-12% -$8.62K 0.01% 206
2021
Q4 		$71K Hold
1,702
– – 0.01% 195
2021
Q3 		$69K Sell
1,702
-48
-3% -$2.06K 0.01% 201
2021
Q2 		$74K Hold
1,750
– – 0.01% 195
2021
Q1 		$78K Sell
1,750
-522
-23% -$19.1K 0.01% 192
2020
Q4 		$80K Buy
2,272
+202
+10% +$7.14K 0.02% 180
2020
Q3 		$69K Hold
2,070
– – 0.01% 182
2020
Q2 		$75K Hold
2,070
– – 0.02% 188
2020
Q1 		$89K Hold
2,070
– – 0.02% 180
2019
Q4 		$97K Hold
2,070
– – 0.02% 185
2019
Q3 		$94K Sell
2,070
-124
-6% -$5.51K 0.02% 191
2019
Q2 		$96K Sell
2,194
-125
-5% -$5.24K 0.02% 200
2019
Q1 		$95K Hold
2,319
– – 0.02% 197
2018
Q4 		$85K Hold
2,319
– – 0.02% 188
2018
Q3 		$83K Buy
+2,319
New +$81.6K 0.02% 199

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Arrow Financial's HE Position: Q4 2023 in Review

Arrow Financial sold out of Hawaiian Electric Industries (HE) in Q4 2023, closing a stake of 746 shares — an estimated $9.18K sold.

Arrow Financial first reported a position in HE in Q3 2018 and held it in 21 quarters. The position peaked at $97K in Q4 2019. 291 funds tracked by Wall St. Rank hold HE as of Q4 2023.

  • Arrow Financial reported no remaining Hawaiian Electric Industries position as of Q4 2023 after selling out during the quarter.
  • Arrow Financial sold 746 Hawaiian Electric Industries shares in Q4 2023, an estimated $9.18K.
  • Arrow Financial first reported a position in Hawaiian Electric Industries in Q3 2018 and held it in 21 quarters.
  • Arrow Financial's Hawaiian Electric Industries position peaked at $97K in Q4 2019.
  • 291 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2023.

Based on Arrow Financial's 13F filing for Q4 2023, filed 12 Feb 2024.