CI Investments Inc
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CI Investments Inc’s Hawaiian Electric Industries HE Stock Holding History

CI Investments 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
2023
Q4 		– Sell
-13,824
Closed -$170K – 1294
2023
Q3 		$170K Buy
13,824
+12,767
+1,208% +$311K ﹤0.01% 682
2023
Q2 		$38K Sell
1,057
-57
-5% -$2.15K ﹤0.01% 1010
2023
Q1 		$43K Buy
1,114
+88
+9% +$3.57K ﹤0.01% 940
2022
Q4 		$43K Sell
1,026
-117
-10% -$4.52K ﹤0.01% 964
2022
Q3 		$40K Sell
1,143
-60
-5% -$2.42K ﹤0.01% 879
2022
Q2 		$49K Sell
1,203
-951
-44% -$40K ﹤0.01% 834
2022
Q1 		$91K Hold
2,154
– – ﹤0.01% 873
2021
Q4 		$89K Sell
2,154
-713
-25% -$28.9K ﹤0.01% 929
2021
Q3 		$117K Buy
2,867
+182
+7% +$7.81K ﹤0.01% 834
2021
Q2 		$114K Buy
2,685
+986
+58% +$42.7K ﹤0.01% 843
2021
Q1 		$75K Buy
1,699
+26
+2% +$953 ﹤0.01% 824
2020
Q4 		$59K Buy
1,673
+630
+60% +$22.3K ﹤0.01% 814
2020
Q3 		$35K Buy
+1,043
New +$36.6K ﹤0.01% 773

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CI Investments Inc's HE Position: Q4 2023 in Review

CI Investments Inc sold out of Hawaiian Electric Industries (HE) in Q4 2023, closing a stake of 13,824 shares — an estimated $170K sold.

CI Investments Inc first reported a position in HE in Q3 2020 and held it in 13 quarters. The position peaked at $170K in Q3 2023. 291 funds tracked by Wall St. Rank hold HE as of Q4 2023.

  • CI Investments Inc reported no remaining Hawaiian Electric Industries position as of Q4 2023 after selling out during the quarter.
  • CI Investments Inc sold 13,824 Hawaiian Electric Industries shares in Q4 2023, an estimated $170K.
  • CI Investments Inc first reported a position in Hawaiian Electric Industries in Q3 2020 and held it in 13 quarters.
  • CI Investments Inc's Hawaiian Electric Industries position peaked at $170K in Q3 2023.
  • 291 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2023.

Based on CI Investments Inc's 13F filing for Q4 2023, filed 12 Feb 2024.