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JP Morgan Private Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		– Sell
-21,448
Closed -$776K – 1739
2023
Q2 		$776K Sell
21,448
-1,554
-7% -$58.5K ﹤0.01% 857
2023
Q1 		$883K Buy
23,002
+6
+0% +$243 ﹤0.01% 1218
2022
Q4 		$962K Buy
22,996
+5
+0% +$193 ﹤0.01% 1166
2022
Q3 		$797K Sell
22,991
-80
-0.3% -$3.22K ﹤0.01% 1244
2022
Q2 		$944K Sell
23,071
-3,654
-14% -$154K ﹤0.01% 1166
2022
Q1 		$1.13M Buy
26,725
+4,364
+20% +$182K ﹤0.01% 1162
2021
Q4 		$928K Buy
22,361
+3,936
+21% +$160K ﹤0.01% 1282
2021
Q3 		$752K Sell
18,425
-4,028
-18% -$173K ﹤0.01% 1336
2021
Q2 		$949K Sell
22,453
-97
-0.4% -$4.2K ﹤0.01% 1224
2021
Q1 		$1M Buy
22,550
+802
+4% +$29.4K ﹤0.01% 1032
2020
Q4 		$770K Sell
21,748
-316
-1% -$11.2K ﹤0.01% 1104
2020
Q3 		$733K Sell
22,064
-3,472
-14% -$122K ﹤0.01% 1011
2020
Q2 		$921K Buy
25,536
+2,294
+10% +$88.9K ﹤0.01% 839
2020
Q1 		$1M Buy
23,242
+413
+2% +$19.1K 0.01% 714
2019
Q4 		$1.07M Sell
22,829
-78
-0.3% -$3.5K ﹤0.01% 776
2019
Q3 		$1.04M Sell
22,907
-331
-1% -$14.7K 0.01% 736
2019
Q2 		$1.01M Buy
23,238
+251
+1% +$10.5K 0.01% 751
2019
Q1 		$937K Sell
22,987
-160
-0.7% -$6.08K ﹤0.01% 821
2018
Q4 		$848K Buy
23,147
+604
+3% +$22.4K 0.01% 804
2018
Q3 		$802K Buy
22,543
+205
+0.9% +$7.21K ﹤0.01% 899
2018
Q2 		$767K Buy
22,338
+2
+0% +$68 ﹤0.01% 860
2018
Q1 		$768K Buy
22,336
+227
+1% +$7.67K 0.01% 720
2017
Q4 		$799K Sell
22,109
-1,047
-5% -$37.9K 0.01% 722
2017
Q3 		$772K Sell
23,156
-1,173
-5% -$38.8K 0.01% 701
2017
Q2 		$788K Sell
24,329
-1,899
-7% -$63.2K 0.01% 681
2017
Q1 		$873K Hold
26,228
– – 0.01% 677
2016
Q4 		$867K Sell
26,228
-69
-0.3% -$2.1K 0.01% 630
2016
Q3 		$785K Buy
26,297
+10,384
+65% +$319K 0.01% 650
2016
Q2 		$521K Sell
15,913
-248
-2% -$8.17K 0.01% 765
2016
Q1 		$524K Buy
16,161
+200
+1% +$5.99K 0.01% 744
2015
Q4 		$462K Buy
15,961
+1,000
+7% +$28.8K ﹤0.01% 722
2015
Q3 		$429K Sell
14,961
-417
-3% -$12.2K 0.01% 666
2015
Q2 		$457K Buy
15,378
+754
+5% +$23.4K 0.01% 705
2015
Q1 		$470K Buy
14,624
+6,793
+87% +$226K 0.01% 746
2014
Q4 		$262K Sell
7,831
-1,400
-15% -$40.8K ﹤0.01% 924
2014
Q3 		$245K Sell
9,231
-49
-0.5% -$1.22K ﹤0.01% 910
2014
Q2 		$235K Sell
9,280
-657
-7% -$16K ﹤0.01% 768
2014
Q1 		$253K Buy
9,937
+1,439
+17% +$36.8K ﹤0.01% 759
2013
Q4 		$221K Sell
8,498
-1,767
-17% -$45.7K ﹤0.01% 594
2013
Q3 		$258K Buy
10,265
+1,083
+12% +$27.9K 0.01% 535
2013
Q2 		$232K Buy
+9,182
New +$244K 0.01% 541

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HE Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of Hawaiian Electric Industries (HE) in Q3 2023, closing a stake of 21,448 shares — an estimated $776K sold.

JP Morgan Private Wealth Advisors first reported a position in HE in Q2 2013 and held it in 41 quarters. The position peaked at $1.13M in Q1 2022. 275 funds tracked by Wall St. Rank hold HE as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Hawaiian Electric Industries position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 21,448 Hawaiian Electric Industries shares in Q3 2023, an estimated $776K.
  • JP Morgan Private Wealth Advisors first reported a position in Hawaiian Electric Industries in Q2 2013 and held it in 41 quarters.
  • JP Morgan Private Wealth Advisors's Hawaiian Electric Industries position peaked at $1.13M in Q1 2022.
  • 275 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.