Kiwi Wealth Investments Limited Partnership’s Hawaiian Electric Industries HE Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2022 Q1	–	Sell	-9,545	Closed	-$396K	–	236
2021 Q4	$396K	Sell	9,545 -17,785	-65%	-$722K	0.02%	232
2021 Q3	$1.12M	Hold	27,330	–	–	0.06%	205
2021 Q2	$1.16M	Sell	27,330 -3,258	-11%	-$141K	0.06%	195
2021 Q1	$1.36M	Sell	30,588 -19,263	-39%	-$706K	0.08%	172
2020 Q4	$1.76M	Sell	49,851 -15,501	-24%	-$548K	0.1%	189
2020 Q3	$2.17M	Buy	65,352 +33,254	+104%	+$1.17M	0.15%	167
2020 Q2	$1.16M	Buy	+32,098	New	+$1.24M	0.09%	177
2016 Q3	–	Sell	-255,477	Closed	-$8.38M	–	133
2016 Q2	$8.38M	Buy	255,477 +1,471	+0.6%	+$48.5K	0.82%	40
2016 Q1	$8.23M	Buy	+254,006	New	+$7.61M	0.84%	45

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 $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Kiwi Wealth Investments Limited Partnership's HE Position: Q1 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Hawaiian Electric Industries (HE) in Q1 2022, closing a stake of 9,545 shares — an estimated $396K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in HE in Q1 2016 and held it in 9 quarters. The position peaked at $8.38M in Q2 2016. 339 funds tracked by Wall St. Rank hold HE as of Q1 2022.

Kiwi Wealth Investments Limited Partnership reported no remaining Hawaiian Electric Industries position as of Q1 2022 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 9,545 Hawaiian Electric Industries shares in Q1 2022, an estimated $396K.
Kiwi Wealth Investments Limited Partnership first reported a position in Hawaiian Electric Industries in Q1 2016 and held it in 9 quarters.
Kiwi Wealth Investments Limited Partnership's Hawaiian Electric Industries position peaked at $8.38M in Q2 2016.
339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2022, filed 17 May 2022.