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Machina Capital’s Hawaiian Electric Industries HE Stock Holding History

Machina Capital’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
Q2 		– Sell
-300
Closed -$11.5K – 373
2023
Q1 		$11.5K Buy
+300
New +$12.2K 0.01% 412

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Machina Capital's HE Position: Q2 2023 in Review

Machina Capital sold out of Hawaiian Electric Industries (HE) in Q2 2023, closing a stake of 300 shares — an estimated $11.5K sold.

Machina Capital first reported a position in HE in Q1 2023 and held it in 1 quarter. The position peaked at $11.5K in Q1 2023. 321 funds tracked by Wall St. Rank hold HE as of Q2 2023.

  • Machina Capital reported no remaining Hawaiian Electric Industries position as of Q2 2023 after selling out during the quarter.
  • Machina Capital sold 300 Hawaiian Electric Industries shares in Q2 2023, an estimated $11.5K.
  • Machina Capital first reported a position in Hawaiian Electric Industries in Q1 2023 and held it in 1 quarter.
  • Machina Capital's Hawaiian Electric Industries position peaked at $11.5K in Q1 2023.
  • 321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2023.

Based on Machina Capital's 13F filing for Q2 2023, filed 8 Aug 2023.