BTW
HE icon

Boston Trust Walden’s Hawaiian Electric Industries HE Stock Holding History

Boston Trust Walden’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
2020
Q4 		– Sell
-328,967
Closed -$10.9M – 374
2020
Q3 		$10.9M Buy
328,967
+13,718
+4% +$481K 0.14% 191
2020
Q2 		$11.4M Buy
315,249
+27,288
+9% +$1.06M 0.15% 186
2020
Q1 		$12.4M Sell
287,961
-44,533
-13% -$2.06M 0.2% 157
2019
Q4 		$15.6M Buy
332,494
+98
+0% +$4.39K 0.18% 165
2019
Q3 		$15.2M Buy
332,396
+1,714
+0.5% +$76.2K 0.19% 161
2019
Q2 		$14.4M Sell
330,682
-5,408
-2% -$227K 0.19% 158
2019
Q1 		$13.7M Buy
336,090
+2,465
+0.7% +$93.7K 0.19% 158
2018
Q4 		$12.2M Sell
333,625
-12,670
-4% -$470K 0.19% 154
2018
Q3 		$12.3M Sell
346,295
-19,058
-5% -$671K 0.17% 164
2018
Q2 		$12.5M Sell
365,353
-10,557
-3% -$359K 0.18% 161
2018
Q1 		$12.9M Sell
375,910
-26,421
-7% -$893K 0.2% 145
2017
Q4 		$14.5M Sell
402,331
-8,611
-2% -$312K 0.21% 135
2017
Q3 		$13.7M Buy
+410,942
New +$13.6M 0.21% 142

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
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Trust Walden's HE Position: Q4 2020 in Review

Boston Trust Walden sold out of Hawaiian Electric Industries (HE) in Q4 2020, closing a stake of 328,967 shares — an estimated $10.9M sold.

Boston Trust Walden first reported a position in HE in Q3 2017 and held it in 13 quarters. The position peaked at $15.6M in Q4 2019. 320 funds tracked by Wall St. Rank hold HE as of Q4 2020.

  • Boston Trust Walden reported no remaining Hawaiian Electric Industries position as of Q4 2020 after selling out during the quarter.
  • Boston Trust Walden sold 328,967 Hawaiian Electric Industries shares in Q4 2020, an estimated $10.9M.
  • Boston Trust Walden first reported a position in Hawaiian Electric Industries in Q3 2017 and held it in 13 quarters.
  • Boston Trust Walden's Hawaiian Electric Industries position peaked at $15.6M in Q4 2019.
  • 320 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2020.

Based on Boston Trust Walden's 13F filing for Q4 2020, filed 15 Jan 2021.