Eaton Vance Management’s Hawaiian Electric Industries HE Stock Holding History

Eaton Vance Management’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
2022 Q3	$2.73M	Buy	78,719 +1,397	+2%	+$56.2K	﹤0.01%	952
2022 Q2	$3.16M	Buy	77,322 +5,595	+8%	+$235K	﹤0.01%	933
2022 Q1	$3.04M	Buy	71,727 +66,548	+1,285%	+$2.77M	﹤0.01%	1044
2021 Q4	$215K	Buy	5,179 +397	+8%	+$16.1K	﹤0.01%	1543
2021 Q3	$16K	Buy	4,782 +211	+5%	+$9.05K	﹤0.01%	1672
2021 Q2	$193K	Buy	4,571 +3,266	+250%	+$141K	﹤0.01%	1615
2021 Q1	$58K	Buy	+1,305	New	+$47.8K	﹤0.01%	1754

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eaton Vance Management's HE Position: Q3 2022 in Review

Eaton Vance Management increased its Hawaiian Electric Industries (HE) stake by 1.8% in Q3 2022, buying an estimated $56.2K and bringing the position to 78,719 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Eaton Vance Management first reported a position in HE in Q1 2021 and has held it in 7 quarters since. The position peaked at $3.16M in Q2 2022. 326 funds tracked by Wall St. Rank hold HE as of Q3 2022.

Eaton Vance Management held 78,719 shares of Hawaiian Electric Industries worth $2.73M as of Q3 2022.
Eaton Vance Management bought 1,397 Hawaiian Electric Industries shares in Q3 2022, an estimated $56.2K.
Hawaiian Electric Industries made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #952 holding.
Eaton Vance Management first reported a position in Hawaiian Electric Industries in Q1 2021 and has held it in 7 quarters since.
Eaton Vance Management's Hawaiian Electric Industries position peaked at $3.16M in Q2 2022.
326 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.