Loomis, Sayles & Company
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Loomis, Sayles & Company’s Hawaiian Electric Industries HE Stock Holding History

Loomis, Sayles & Company’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
Q1 		– Sell
-862
Closed -$12K – 815
2023
Q4 		$12K Buy
+862
New +$11.2K ﹤0.01% 744
2023
Q3 		– Sell
-158
Closed -$6K – 955
2023
Q2 		$6K Buy
158
+110
+229% +$4.14K ﹤0.01% 782
2023
Q1 		$2K Sell
48
-837
-95% -$33.9K ﹤0.01% 939
2022
Q4 		$37K Buy
885
+844
+2,059% +$32.6K ﹤0.01% 648
2022
Q3 		$1K Buy
+41
New +$1.65K ﹤0.01% 902
2022
Q2 		– Sell
-76
Closed -$3K – 1007
2022
Q1 		$3K Buy
+76
New +$3.17K ﹤0.01% 867

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company's HE Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Hawaiian Electric Industries (HE) in Q1 2024, closing a stake of 862 shares — an estimated $12K sold.

Loomis, Sayles & Company first reported a position in HE in Q1 2022 and held it in 6 quarters. The position peaked at $37K in Q4 2022. 297 funds tracked by Wall St. Rank hold HE as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Hawaiian Electric Industries position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 862 Hawaiian Electric Industries shares in Q1 2024, an estimated $12K.
  • Loomis, Sayles & Company first reported a position in Hawaiian Electric Industries in Q1 2022 and held it in 6 quarters.
  • Loomis, Sayles & Company's Hawaiian Electric Industries position peaked at $37K in Q4 2022.
  • 297 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.