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Duality Advisers’s Hawaiian Electric Industries HE Stock Holding History

Duality Advisers’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
2024
Q2 		– Sell
-141,595
Closed -$1.6M – 236
2024
Q1 		$1.6M Sell
141,595
-28,011
-17% -$356K 0.16% 225
2023
Q4 		$2.41M Sell
169,606
-17,482
-9% -$227K 0.25% 138
2023
Q3 		$2.3M Buy
+187,088
New +$4.55M 0.28% 126
2022
Q2 		– Sell
-9,423
Closed -$399K – 705
2022
Q1 		$399K Sell
9,423
-25,477
-73% -$1.06M 0.04% 508
2021
Q4 		$1.45M Buy
34,900
+11,721
+51% +$476K 0.16% 230
2021
Q3 		$946K Buy
23,179
+9,056
+64% +$389K 0.07% 362
2021
Q2 		$597K Buy
+14,123
New +$612K 0.05% 416
2021
Q1 		– Sell
-21,798
Closed -$771K – 602
2020
Q4 		$771K Buy
+21,798
New +$771K 0.06% 395

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Duality Advisers's HE Position: Q2 2024 in Review

Duality Advisers sold out of Hawaiian Electric Industries (HE) in Q2 2024, closing a stake of 141,595 shares — an estimated $1.6M sold.

Duality Advisers first reported a position in HE in Q4 2020 and held it in 8 quarters. The position peaked at $2.41M in Q4 2023. 277 funds tracked by Wall St. Rank hold HE as of Q2 2024.

  • Duality Advisers reported no remaining Hawaiian Electric Industries position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 141,595 Hawaiian Electric Industries shares in Q2 2024, an estimated $1.6M.
  • Duality Advisers first reported a position in Hawaiian Electric Industries in Q4 2020 and held it in 8 quarters.
  • Duality Advisers's Hawaiian Electric Industries position peaked at $2.41M in Q4 2023.
  • 277 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.