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HBC Financial Services’s Hawaiian Electric Industries HE Stock Holding History

HBC Financial Services’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
Q4 		– Sell
-2,000
Closed -$24K – 174
2023
Q3 		$24K Buy
+2,000
New +$48.7K 0.02% 86

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HBC Financial Services's HE Position: Q4 2023 in Review

HBC Financial Services sold out of Hawaiian Electric Industries (HE) in Q4 2023, closing a stake of 2,000 shares — an estimated $24K sold.

HBC Financial Services first reported a position in HE in Q3 2023 and held it in 1 quarter. The position peaked at $24K in Q3 2023. 291 funds tracked by Wall St. Rank hold HE as of Q4 2023.

  • HBC Financial Services reported no remaining Hawaiian Electric Industries position as of Q4 2023 after selling out during the quarter.
  • HBC Financial Services sold 2,000 Hawaiian Electric Industries shares in Q4 2023, an estimated $24K.
  • HBC Financial Services first reported a position in Hawaiian Electric Industries in Q3 2023 and held it in 1 quarter.
  • HBC Financial Services's Hawaiian Electric Industries position peaked at $24K in Q3 2023.
  • 291 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2023.

Based on HBC Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.