Capital World Investors
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Capital World Investors’s Hawaiian Electric Industries HE Stock Holding History

Capital World Investors’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
2021
Q4 		– Sell
-220,859
Closed -$9.02M – 617
2021
Q3 		$9.02M Hold
220,859
– – ﹤0.01% 565
2021
Q2 		$9.34M Hold
220,859
– – ﹤0.01% 564
2021
Q1 		$9.81M Buy
+220,859
New +$8.1M ﹤0.01% 541

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors's HE Position: Q4 2021 in Review

Capital World Investors sold out of Hawaiian Electric Industries (HE) in Q4 2021, closing a stake of 220,859 shares — an estimated $9.02M sold.

Capital World Investors first reported a position in HE in Q1 2021 and held it in 3 quarters. The position peaked at $9.81M in Q1 2021. 332 funds tracked by Wall St. Rank hold HE as of Q4 2021.

  • Capital World Investors reported no remaining Hawaiian Electric Industries position as of Q4 2021 after selling out during the quarter.
  • Capital World Investors sold 220,859 Hawaiian Electric Industries shares in Q4 2021, an estimated $9.02M.
  • Capital World Investors first reported a position in Hawaiian Electric Industries in Q1 2021 and held it in 3 quarters.
  • Capital World Investors's Hawaiian Electric Industries position peaked at $9.81M in Q1 2021.
  • 332 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2021.

Based on Capital World Investors's 13F filing for Q4 2021, filed 14 Feb 2022.