Ethic Inc’s Hawaiian Electric Industries HE Stock Holding History

Ethic Inc’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 Q1	–	Sell	-20,730	Closed	-$294K	–	1106
2023 Q4	$294K	Buy	20,730 +3,310	+19%	+$43K	0.01%	879
2023 Q3	$214K	Buy	+17,420	New	+$424K	0.01%	914

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ethic Inc's HE Position: Q1 2024 in Review

Ethic Inc sold out of Hawaiian Electric Industries (HE) in Q1 2024, closing a stake of 20,730 shares — an estimated $294K sold.

Ethic Inc first reported a position in HE in Q3 2023 and held it in 2 quarters. The position peaked at $294K in Q4 2023. 297 funds tracked by Wall St. Rank hold HE as of Q1 2024.

Ethic Inc reported no remaining Hawaiian Electric Industries position as of Q1 2024 after selling out during the quarter.
Ethic Inc sold 20,730 Hawaiian Electric Industries shares in Q1 2024, an estimated $294K.
Ethic Inc first reported a position in Hawaiian Electric Industries in Q3 2023 and held it in 2 quarters.
Ethic Inc's Hawaiian Electric Industries position peaked at $294K in Q4 2023.
297 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2024.

Based on Ethic Inc's 13F filing for Q1 2024, filed 13 May 2024.