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Kowal Investment Group’s Hawaiian Electric Industries HE Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-743
Closed -$30K – 462
2021
Q3 		$30K Buy
+743
New +$31.9K 0.01% 312

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kowal Investment Group's HE Position: Q4 2021 in Review

Kowal Investment Group sold out of Hawaiian Electric Industries (HE) in Q4 2021, closing a stake of 743 shares — an estimated $30K sold.

Kowal Investment Group first reported a position in HE in Q3 2021 and held it in 1 quarter. The position peaked at $30K in Q3 2021. 332 funds tracked by Wall St. Rank hold HE as of Q4 2021.

  • Kowal Investment Group reported no remaining Hawaiian Electric Industries position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 743 Hawaiian Electric Industries shares in Q4 2021, an estimated $30K.
  • Kowal Investment Group first reported a position in Hawaiian Electric Industries in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Hawaiian Electric Industries position peaked at $30K in Q3 2021.
  • 332 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.