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Longfellow Investment Management’s Hawaiian Electric Industries HE Stock Holding History

Longfellow Investment 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
2022
Q1 		– Sell
-2,141
Closed -$89K – 415
2021
Q4 		$89K Hold
2,141
– – 0.01% 258
2021
Q3 		$88K Hold
2,141
– – 0.01% 276
2021
Q2 		$91K Sell
2,141
-2,563
-54% -$111K 0.01% 285
2021
Q1 		$209K Buy
4,704
+3,758
+397% +$138K 0.03% 313
2020
Q4 		$34K Buy
+946
New +$33.5K ﹤0.01% 403

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Longfellow Investment Management's HE Position: Q1 2022 in Review

Longfellow Investment Management sold out of Hawaiian Electric Industries (HE) in Q1 2022, closing a stake of 2,141 shares — an estimated $89K sold.

Longfellow Investment Management first reported a position in HE in Q4 2020 and held it in 5 quarters. The position peaked at $209K in Q1 2021. 339 funds tracked by Wall St. Rank hold HE as of Q1 2022.

  • Longfellow Investment Management reported no remaining Hawaiian Electric Industries position as of Q1 2022 after selling out during the quarter.
  • Longfellow Investment Management sold 2,141 Hawaiian Electric Industries shares in Q1 2022, an estimated $89K.
  • Longfellow Investment Management first reported a position in Hawaiian Electric Industries in Q4 2020 and held it in 5 quarters.
  • Longfellow Investment Management's Hawaiian Electric Industries position peaked at $209K in Q1 2021.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2022.

Based on Longfellow Investment Management's 13F filing for Q1 2022, filed 16 May 2022.