GI
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Gradient Investments’s Hawaiian Electric Industries HE Stock Holding History

Gradient Investments’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
-33
Closed -$468 – 1490
2023
Q4 		$468 Hold
33
– – ﹤0.01% 1610
2023
Q3 		$406 Sell
33
-70
-68% -$1.7K ﹤0.01% 1588
2023
Q2 		$3.73K Buy
103
+70
+212% +$2.63K ﹤0.01% 1023
2023
Q1 		$1.27K Hold
33
– – ﹤0.01% 1166
2022
Q4 		$1.38K Hold
33
– – ﹤0.01% 1142
2022
Q3 		$1K Hold
33
– – ﹤0.01% 1237
2022
Q2 		$1K Hold
33
– – ﹤0.01% 1132
2022
Q1 		$1K Hold
33
– – ﹤0.01% 1101
2021
Q4 		$1K Sell
33
-71
-68% -$2.88K ﹤0.01% 1146
2021
Q3 		$4K Buy
104
+71
+215% +$3.05K ﹤0.01% 913
2021
Q2 		$1K Hold
33
– – ﹤0.01% 1071
2021
Q1 		$1K Hold
33
– – ﹤0.01% 1081
2020
Q4 		$1K Hold
33
– – ﹤0.01% 1046
2020
Q3 		$1K Hold
33
– – ﹤0.01% 1051
2020
Q2 		$1K Hold
33
– – ﹤0.01% 979
2020
Q1 		$1K Hold
33
– – ﹤0.01% 1000
2019
Q4 		$2K Sell
33
-485
-94% -$21.7K ﹤0.01% 940
2019
Q3 		$24K Buy
518
+485
+1,470% +$21.6K ﹤0.01% 501
2019
Q2 		$1K Sell
33
-102
-76% -$4.28K ﹤0.01% 946
2019
Q1 		$6K Buy
135
+102
+309% +$3.88K ﹤0.01% 622
2018
Q4 		$1K Buy
+33
New +$1.22K ﹤0.01% 866
2017
Q3 		– Sell
-1,198
Closed -$39K – 429
2017
Q2 		$39K Hold
1,198
– – ﹤0.01% 331
2017
Q1 		$40K Hold
1,198
– – ﹤0.01% 327
2016
Q4 		$40K Buy
+1,198
New +$36.5K ﹤0.01% 284

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gradient Investments's HE Position: Q1 2024 in Review

Gradient Investments sold out of Hawaiian Electric Industries (HE) in Q1 2024, closing a stake of 33 shares — an estimated $468 sold.

Gradient Investments first reported a position in HE in Q4 2016 and held it in 24 quarters. The position peaked at $40K in Q1 2017. 297 funds tracked by Wall St. Rank hold HE as of Q1 2024.

  • Gradient Investments reported no remaining Hawaiian Electric Industries position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 33 Hawaiian Electric Industries shares in Q1 2024, an estimated $468.
  • Gradient Investments first reported a position in Hawaiian Electric Industries in Q4 2016 and held it in 24 quarters.
  • Gradient Investments's Hawaiian Electric Industries position peaked at $40K in Q1 2017.
  • 297 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.