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Crumly & Associates’s Hawaiian Electric Industries HE Stock Holding History

Crumly & Associates’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
Q2 		– Sell
-7,652
Closed -$324K – 118
2022
Q1 		$324K Buy
+7,652
New +$319K 0.12% 89

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
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
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

Crumly & Associates's HE Position: Q2 2022 in Review

Crumly & Associates sold out of Hawaiian Electric Industries (HE) in Q2 2022, closing a stake of 7,652 shares — an estimated $324K sold.

Crumly & Associates first reported a position in HE in Q1 2022 and held it in 1 quarter. The position peaked at $324K in Q1 2022. 336 funds tracked by Wall St. Rank hold HE as of Q2 2022.

  • Crumly & Associates reported no remaining Hawaiian Electric Industries position as of Q2 2022 after selling out during the quarter.
  • Crumly & Associates sold 7,652 Hawaiian Electric Industries shares in Q2 2022, an estimated $324K.
  • Crumly & Associates first reported a position in Hawaiian Electric Industries in Q1 2022 and held it in 1 quarter.
  • Crumly & Associates's Hawaiian Electric Industries position peaked at $324K in Q1 2022.
  • 336 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2022.

Based on Crumly & Associates's 13F filing for Q2 2022, filed 1 Aug 2022.