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Blue Trust Inc’s Hawaiian Electric Industries HE Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-1,016
Closed -$9.16K – 2673
2024
Q3 		$9.16K Buy
1,016
+565
+125% +$7K ﹤0.01% 2223
2024
Q2 		$5.08K Buy
+451
New +$4.69K ﹤0.01% 2198
2024
Q1 		– Sell
-679
Closed -$8K – 2423
2023
Q4 		$8K Buy
679
+494
+267% +$6.42K ﹤0.01% 1660
2023
Q3 		$7K Buy
185
+58
+46% +$1.41K ﹤0.01% 1524
2023
Q2 		$5K Sell
127
-2,194
-95% -$82.6K ﹤0.01% 1528
2023
Q1 		$97K Buy
2,321
+839
+57% +$34K ﹤0.01% 777
2022
Q4 		$52K Buy
1,482
+703
+90% +$27.1K ﹤0.01% 893
2022
Q3 		$32K Buy
779
+530
+213% +$21.3K ﹤0.01% 911
2022
Q2 		$10K Buy
+249
New +$10.5K ﹤0.01% 1204

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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blue Trust Inc's HE Position: Q4 2024 in Review

Blue Trust Inc sold out of Hawaiian Electric Industries (HE) in Q4 2024, closing a stake of 1,016 shares — an estimated $9.16K sold.

Blue Trust Inc first reported a position in HE in Q2 2022 and held it in 9 quarters. The position peaked at $97K in Q1 2023. 290 funds tracked by Wall St. Rank hold HE as of Q4 2024.

  • Blue Trust Inc reported no remaining Hawaiian Electric Industries position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 1,016 Hawaiian Electric Industries shares in Q4 2024, an estimated $9.16K.
  • Blue Trust Inc first reported a position in Hawaiian Electric Industries in Q2 2022 and held it in 9 quarters.
  • Blue Trust Inc's Hawaiian Electric Industries position peaked at $97K in Q1 2023.
  • 290 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.