EFSCE
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Enterprise Financial Services Corp (EFSC)’s Hawaiian Electric Industries HE Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021
Q3 		– Sell
-155
Closed -$6K – 731
2021
Q2 		$6K Buy
155
+33
+27% +$1.43K ﹤0.01% 884
2021
Q1 		$5K Hold
122
– – ﹤0.01% 930
2020
Q4 		$4K Hold
122
– – ﹤0.01% 929
2020
Q3 		$4K Hold
122
– – ﹤0.01% 886
2020
Q2 		$4K Hold
122
– – ﹤0.01% 893
2020
Q1 		$5K Hold
122
– – ﹤0.01% 793
2019
Q4 		$6K Hold
122
– – ﹤0.01% 821
2019
Q3 		$6K Hold
122
– – ﹤0.01% 816
2019
Q2 		$5K Hold
122
– – ﹤0.01% 887
2019
Q1 		$5K Hold
122
– – ﹤0.01% 905
2018
Q4 		$4K Hold
122
– – ﹤0.01% 700
2018
Q3 		$4K Hold
122
– – ﹤0.01% 779
2018
Q2 		$4K Hold
122
– – ﹤0.01% 766
2018
Q1 		$4K Hold
122
– – ﹤0.01% 753
2017
Q4 		$4K Hold
122
– – ﹤0.01% 728
2017
Q3 		$4K Hold
122
– – ﹤0.01% 739
2017
Q2 		$4K Sell
122
-492
-80% -$16.4K ﹤0.01% 740
2017
Q1 		$20K Buy
614
+492
+403% +$16.3K 0.01% 457
2016
Q4 		$4K Buy
+122
New +$3.72K ﹤0.01% 786
2014
Q2 		– Sell
-34
Closed -$1K – 1297
2014
Q1 		$1K Hold
34
– – ﹤0.01% 1179
2013
Q4 		$1K Hold
34
– – ﹤0.01% 1108
2013
Q3 		$1K Hold
34
– – ﹤0.01% 1124
2013
Q2 		$1K Buy
+34
New +$905 ﹤0.01% 976

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s HE Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Hawaiian Electric Industries (HE) in Q3 2021, closing a stake of 155 shares — an estimated $6K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in HE in Q2 2013 and held it in 23 quarters. The position peaked at $20K in Q1 2017. 300 funds tracked by Wall St. Rank hold HE as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Hawaiian Electric Industries position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 155 Hawaiian Electric Industries shares in Q3 2021, an estimated $6K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Hawaiian Electric Industries in Q2 2013 and held it in 23 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Hawaiian Electric Industries position peaked at $20K in Q1 2017.
  • 300 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.