Johnson Financial Group Inc (Wisconsin)’s Hawaiian Electric Industries HE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q2	–	Sell	-1,765	Closed	-$67.8K	–	663
2023 Q1	$67.8K	Hold	1,765	–	–	﹤0.01%	372
2022 Q4	$73.9K	Hold	1,765	–	–	0.01%	313
2022 Q3	$61K	Hold	1,765	–	–	0.01%	336
2022 Q2	$72K	Hold	1,765	–	–	0.01%	347
2022 Q1	$75K	Hold	1,765	–	–	0.01%	384
2021 Q4	$73K	Hold	1,765	–	–	﹤0.01%	401
2021 Q3	$72K	Hold	1,765	–	–	﹤0.01%	365
2021 Q2	$75K	Hold	1,765	–	–	﹤0.01%	367
2021 Q1	$78K	Hold	1,765	–	–	0.01%	360
2020 Q4	$62K	Hold	1,765	–	–	0.01%	303
2020 Q3	$59K	Hold	1,765	–	–	0.01%	271
2020 Q2	$64K	Hold	1,765	–	–	0.01%	257
2020 Q1	$76K	Hold	1,765	–	–	0.01%	254
2019 Q4	$83K	Hold	1,765	–	–	0.01%	271
2019 Q3	$81K	Hold	1,765	–	–	0.01%	299
2019 Q2	$77K	Hold	1,765	–	–	0.01%	298
2019 Q1	$72K	Hold	1,765	–	–	0.01%	294
2018 Q4	$65K	Hold	1,765	–	–	0.01%	297
2018 Q3	$63K	Hold	1,765	–	–	0.01%	301
2018 Q2	$61K	Hold	1,765	–	–	0.01%	316
2018 Q1	$61K	Hold	1,765	–	–	0.01%	328
2017 Q4	$64K	Buy	+1,765	New	+$63.9K	0.01%	336

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s HE Position: Q2 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Hawaiian Electric Industries (HE) in Q2 2023, closing a stake of 1,765 shares — an estimated $67.8K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in HE in Q4 2017 and held it in 22 quarters. The position peaked at $83K in Q4 2019. 321 funds tracked by Wall St. Rank hold HE as of Q2 2023.

Johnson Financial Group Inc (Wisconsin) reported no remaining Hawaiian Electric Industries position as of Q2 2023 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,765 Hawaiian Electric Industries shares in Q2 2023, an estimated $67.8K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Hawaiian Electric Industries in Q4 2017 and held it in 22 quarters.
Johnson Financial Group Inc (Wisconsin)'s Hawaiian Electric Industries position peaked at $83K in Q4 2019.
321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2023, filed 14 Aug 2023.