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Baron Financial Group’s Hawaiian Electric Industries HE Stock Holding History

Baron Financial Group’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
Q3 		– Sell
-600
Closed -$24.5K – 113
2022
Q2 		$24.5K Hold
600
– – 0.02% 116
2022
Q1 		$25.4K Hold
600
– – 0.01% 126
2021
Q4 		$24.9K Hold
600
– – 0.01% 129
2021
Q3 		$24.5K Hold
600
– – 0.01% 130
2021
Q2 		$25.4K Hold
600
– – 0.02% 132
2021
Q1 		$26.7K Hold
600
– – 0.02% 126
2020
Q4 		$21.2K Hold
600
– – 0.02% 136
2020
Q3 		$19.9K Buy
+600
New +$21K 0.02% 134

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baron Financial Group's HE Position: Q3 2022 in Review

Baron Financial Group sold out of Hawaiian Electric Industries (HE) in Q3 2022, closing a stake of 600 shares — an estimated $24.5K sold.

Baron Financial Group first reported a position in HE in Q3 2020 and held it in 8 quarters. The position peaked at $26.7K in Q1 2021. 326 funds tracked by Wall St. Rank hold HE as of Q3 2022.

  • Baron Financial Group reported no remaining Hawaiian Electric Industries position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 600 Hawaiian Electric Industries shares in Q3 2022, an estimated $24.5K.
  • Baron Financial Group first reported a position in Hawaiian Electric Industries in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Hawaiian Electric Industries position peaked at $26.7K in Q1 2021.
  • 326 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.