DZ Bank
HE icon

DZ Bank’s Hawaiian Electric Industries HE Stock Holding History

DZ Bank’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
-132,822
Closed -$4.81M – 1018
2023
Q2 		$4.81M Buy
132,822
+72,343
+120% +$2.72M 0.01% 467
2023
Q1 		$2.32M Sell
60,479
-22,178
-27% -$899K ﹤0.01% 564
2022
Q4 		$3.46M Sell
82,657
-110,766
-57% -$4.28M 0.01% 501
2022
Q3 		$6.7M Sell
193,423
-8,960
-4% -$361K 0.01% 389
2022
Q2 		$8.28M Sell
202,383
-143,528
-41% -$6.04M 0.01% 349
2022
Q1 		$14.6M Sell
345,911
-103,671
-23% -$4.32M 0.02% 297
2021
Q4 		$18.7M Hold
449,582
– – 0.03% 277
2021
Q3 		$18.4M Buy
449,582
+274,205
+156% +$11.8M 0.03% 286
2021
Q2 		$7.41M Buy
+175,377
New +$7.59M 0.01% 426
2020
Q2 		– Sell
-23,673
Closed -$1.02M – 822
2020
Q1 		$1.02M Buy
+23,673
New +$1.09M ﹤0.01% 505

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