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Denali Advisors’s Hawaiian Electric Industries HE Stock Holding History

Denali Advisors’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
Q3 		– Sell
-71
Closed -$2.57K – 502
2023
Q2 		$2.57K Hold
71
– – ﹤0.01% 397
2023
Q1 		$2.73K Sell
71
-67
-49% -$2.71K ﹤0.01% 352
2022
Q4 		$5.78K Hold
138
– – ﹤0.01% 324
2022
Q3 		$5K Hold
138
– – ﹤0.01% 318
2022
Q2 		$6K Hold
138
– – ﹤0.01% 331
2022
Q1 		$6K Buy
138
+35
+34% +$1.46K ﹤0.01% 333
2021
Q4 		$4K Buy
103
+53
+106% +$2.15K ﹤0.01% 344
2021
Q3 		$2K Buy
+50
New +$2.15K ﹤0.01% 262
2020
Q3 		– Sell
-18,400
Closed -$664K – 382
2020
Q2 		$664K Sell
18,400
-10,200
-36% -$395K 0.13% 185
2020
Q1 		$1.23M Buy
+28,600
New +$1.32M 0.27% 96

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Denali Advisors's HE Position: Q3 2023 in Review

Denali Advisors sold out of Hawaiian Electric Industries (HE) in Q3 2023, closing a stake of 71 shares — an estimated $2.57K sold.

Denali Advisors first reported a position in HE in Q1 2020 and held it in 10 quarters. The position peaked at $1.23M in Q1 2020. 275 funds tracked by Wall St. Rank hold HE as of Q3 2023.

  • Denali Advisors reported no remaining Hawaiian Electric Industries position as of Q3 2023 after selling out during the quarter.
  • Denali Advisors sold 71 Hawaiian Electric Industries shares in Q3 2023, an estimated $2.57K.
  • Denali Advisors first reported a position in Hawaiian Electric Industries in Q1 2020 and held it in 10 quarters.
  • Denali Advisors's Hawaiian Electric Industries position peaked at $1.23M in Q1 2020.
  • 275 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2023.

Based on Denali Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.