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Disciplined Investments’s Hawaiian Electric Industries HE Stock Holding History

Disciplined Investments’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
-15
Closed -$543 – 715
2023
Q2 		$543 Hold
15
– – ﹤0.01% 1201
2023
Q1 		$576 Hold
15
– – ﹤0.01% 1183
2022
Q4 		$628 Sell
15
-3
-17% -$116 ﹤0.01% 1102
2022
Q3 		$1K Buy
18
+1
+6% +$40 ﹤0.01% 932
2022
Q2 		$1K Buy
17
+3
+21% +$126 ﹤0.01% 951
2022
Q1 		$1K Buy
+14
New +$583 ﹤0.01% 1006

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

Disciplined Investments's HE Position: Q3 2023 in Review

Disciplined Investments sold out of Hawaiian Electric Industries (HE) in Q3 2023, closing a stake of 15 shares — an estimated $543 sold.

Disciplined Investments first reported a position in HE in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 275 funds tracked by Wall St. Rank hold HE as of Q3 2023.

  • Disciplined Investments reported no remaining Hawaiian Electric Industries position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 15 Hawaiian Electric Industries shares in Q3 2023, an estimated $543.
  • Disciplined Investments first reported a position in Hawaiian Electric Industries in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Hawaiian Electric Industries position peaked at $1K in Q3 2022.
  • 275 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.