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

Lewis 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
2024
Q2 		– Sell
-25,400
Closed -$286K – 119
2024
Q1 		$286K Buy
+25,400
New +$323K 0.24% 92

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Lewis Asset Management's HE Position: Q2 2024 in Review

Lewis Asset Management sold out of Hawaiian Electric Industries (HE) in Q2 2024, closing a stake of 25,400 shares — an estimated $286K sold.

Lewis Asset Management first reported a position in HE in Q1 2024 and held it in 1 quarter. The position peaked at $286K in Q1 2024. 277 funds tracked by Wall St. Rank hold HE as of Q2 2024.

  • Lewis Asset Management reported no remaining Hawaiian Electric Industries position as of Q2 2024 after selling out during the quarter.
  • Lewis Asset Management sold 25,400 Hawaiian Electric Industries shares in Q2 2024, an estimated $286K.
  • Lewis Asset Management first reported a position in Hawaiian Electric Industries in Q1 2024 and held it in 1 quarter.
  • Lewis Asset Management's Hawaiian Electric Industries position peaked at $286K in Q1 2024.
  • 277 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2024.

Based on Lewis Asset Management's 13F filing for Q2 2024, filed 30 Jul 2024.