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Householder Group Estate & Retirement Specialist’s Hawaiian Electric Industries HE Stock Holding History

Householder Group Estate & Retirement Specialist’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
-202
Closed -$2.49K – 1219
2023
Q3 		$2.49K Buy
+202
New +$4.91K ﹤0.01% 1040
2023
Q1 		$117K Buy
+3,057
New +$124K 0.04% 273
2022
Q4 		– Sell
-3,057
Closed -$105K – 637
2022
Q3 		$105K Buy
+3,057
New +$123K 0.04% 263

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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 $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's HE Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Hawaiian Electric Industries (HE) in Q4 2023, closing a stake of 202 shares — an estimated $2.49K sold.

Householder Group Estate & Retirement Specialist first reported a position in HE in Q3 2022 and held it in 3 quarters. The position peaked at $117K in Q1 2023. 291 funds tracked by Wall St. Rank hold HE as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Hawaiian Electric Industries position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 202 Hawaiian Electric Industries shares in Q4 2023, an estimated $2.49K.
  • Householder Group Estate & Retirement Specialist first reported a position in Hawaiian Electric Industries in Q3 2022 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Hawaiian Electric Industries position peaked at $117K in Q1 2023.
  • 291 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.