Axa
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Axa’s Hawaiian Electric Industries HE Stock Holding History

Axa’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
2022
Q2 		– Sell
-13,900
Closed -$588K – 1153
2022
Q1 		$588K Sell
13,900
-1,200
-8% -$50K ﹤0.01% 1018
2021
Q4 		$627K Sell
15,100
-12,000
-44% -$487K ﹤0.01% 1003
2021
Q3 		$1.11M Buy
+27,100
New +$1.16M ﹤0.01% 954
2021
Q1 		– Sell
-13,300
Closed -$471K – 1259
2020
Q4 		$471K Hold
13,300
– – ﹤0.01% 1077
2020
Q3 		$442K Buy
+13,300
New +$466K ﹤0.01% 1056
2015
Q1 		– Sell
-9,454
Closed -$317K – 1455
2014
Q4 		$317K Sell
9,454
-85,500
-90% -$2.49M ﹤0.01% 1194
2014
Q3 		$2.52M Hold
94,954
– – 0.01% 685
2014
Q2 		$2.4M Buy
+94,954
New +$2.31M 0.01% 726

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Axa's HE Position: Q2 2022 in Review

Axa sold out of Hawaiian Electric Industries (HE) in Q2 2022, closing a stake of 13,900 shares — an estimated $588K sold.

Axa first reported a position in HE in Q2 2014 and held it in 8 quarters. The position peaked at $2.52M in Q3 2014. 335 funds tracked by Wall St. Rank hold HE as of Q2 2022.

  • Axa reported no remaining Hawaiian Electric Industries position as of Q2 2022 after selling out during the quarter.
  • Axa sold 13,900 Hawaiian Electric Industries shares in Q2 2022, an estimated $588K.
  • Axa first reported a position in Hawaiian Electric Industries in Q2 2014 and held it in 8 quarters.
  • Axa's Hawaiian Electric Industries position peaked at $2.52M in Q3 2014.
  • 335 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2022.

Based on Axa's 13F filing for Q2 2022, filed 15 Aug 2022.