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DT Investment Partners’s Hawaiian Electric Industries HE Stock Holding History

DT Investment Partners’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
-520
Closed -$19.8K – 469
2023
Q2 		$19.8K Hold
520
– – ﹤0.01% 270
2023
Q1 		$20.3K Hold
520
– – ﹤0.01% 266
2022
Q4 		$21.8K Hold
520
– – ﹤0.01% 260
2022
Q3 		$18K Buy
+520
New +$20.9K ﹤0.01% 256

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

DT Investment Partners's HE Position: Q3 2023 in Review

DT Investment Partners sold out of Hawaiian Electric Industries (HE) in Q3 2023, closing a stake of 520 shares — an estimated $19.8K sold.

DT Investment Partners first reported a position in HE in Q3 2022 and held it in 4 quarters. The position peaked at $21.8K in Q4 2022. 275 funds tracked by Wall St. Rank hold HE as of Q3 2023.

  • DT Investment Partners reported no remaining Hawaiian Electric Industries position as of Q3 2023 after selling out during the quarter.
  • DT Investment Partners sold 520 Hawaiian Electric Industries shares in Q3 2023, an estimated $19.8K.
  • DT Investment Partners first reported a position in Hawaiian Electric Industries in Q3 2022 and held it in 4 quarters.
  • DT Investment Partners's Hawaiian Electric Industries position peaked at $21.8K in Q4 2022.
  • 275 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2023.

Based on DT Investment Partners's 13F filing for Q3 2023, filed 27 Oct 2023.