Lazard Asset Management
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Lazard Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Lazard Asset 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
2023
Q3 		– Sell
-952
Closed -$34K – 2362
2023
Q2 		$34K Buy
+952
New +$35.8K ﹤0.01% 1947
2022
Q4 		– Sell
-51
Closed -$1K – 2462
2022
Q3 		$1K Sell
51
-749
-94% -$30.1K ﹤0.01% 2253
2022
Q2 		$32K Buy
800
+749
+1,469% +$31.5K ﹤0.01% 1987
2022
Q1 		$2K Sell
51
-2,235
-98% -$93.1K ﹤0.01% 2245
2021
Q4 		$94K Buy
2,286
+1,619
+243% +$65.7K ﹤0.01% 1465
2021
Q3 		$27K Sell
667
-64
-9% -$2.75K ﹤0.01% 1928
2021
Q2 		$30K Hold
731
– – ﹤0.01% 1768
2021
Q1 		$32K Buy
731
+680
+1,333% +$24.9K ﹤0.01% 1628
2020
Q4 		$1K Sell
51
-816
-94% -$28.9K ﹤0.01% 1817
2020
Q3 		$28K Hold
867
– – ﹤0.01% 1346
2020
Q2 		$31K Buy
+867
New +$33.6K ﹤0.01% 1355
2020
Q1 		– Sell
-339
Closed -$15K – 1639
2019
Q4 		$15K Buy
+339
New +$15.2K ﹤0.01% 1301

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management's HE Position: Q3 2023 in Review

Lazard Asset Management sold out of Hawaiian Electric Industries (HE) in Q3 2023, closing a stake of 952 shares — an estimated $34K sold.

Lazard Asset Management first reported a position in HE in Q4 2019 and held it in 12 quarters. The position peaked at $94K in Q4 2021. 275 funds tracked by Wall St. Rank hold HE as of Q3 2023.

  • Lazard Asset Management reported no remaining Hawaiian Electric Industries position as of Q3 2023 after selling out during the quarter.
  • Lazard Asset Management sold 952 Hawaiian Electric Industries shares in Q3 2023, an estimated $34K.
  • Lazard Asset Management first reported a position in Hawaiian Electric Industries in Q4 2019 and held it in 12 quarters.
  • Lazard Asset Management's Hawaiian Electric Industries position peaked at $94K in Q4 2021.
  • 275 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2023.

Based on Lazard Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.