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Hoxton Planning & Management’s Hawaiian Electric Industries HE Stock Holding History

Hoxton Planning & Management’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
-18,420
Closed -$261K – 167
2023
Q4 		$261K Buy
18,420
+4,070
+28% +$52.9K 0.14% 117
2023
Q3 		$177K Buy
+14,350
New +$349K 0.11% 136

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hoxton Planning & Management's HE Position: Q1 2024 in Review

Hoxton Planning & Management sold out of Hawaiian Electric Industries (HE) in Q1 2024, closing a stake of 18,420 shares — an estimated $261K sold.

Hoxton Planning & Management first reported a position in HE in Q3 2023 and held it in 2 quarters. The position peaked at $261K in Q4 2023. 297 funds tracked by Wall St. Rank hold HE as of Q1 2024.

  • Hoxton Planning & Management reported no remaining Hawaiian Electric Industries position as of Q1 2024 after selling out during the quarter.
  • Hoxton Planning & Management sold 18,420 Hawaiian Electric Industries shares in Q1 2024, an estimated $261K.
  • Hoxton Planning & Management first reported a position in Hawaiian Electric Industries in Q3 2023 and held it in 2 quarters.
  • Hoxton Planning & Management's Hawaiian Electric Industries position peaked at $261K in Q4 2023.
  • 297 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2024.

Based on Hoxton Planning & Management's 13F filing for Q1 2024, filed 12 Apr 2024.