MTIM
HE icon

Marathon Trading Investment Management’s Hawaiian Electric Industries HE Stock Holding History

Marathon Trading 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
2024
Q3 		– Sell
-12,100
Closed -$109K – 300
2024
Q2 		$109K Sell
12,100
-3,700
-23% -$38.4K 0.01% 207
2024
Q1 		$178K Buy
15,800
+4,000
+34% +$50.8K 0.01% 268
2023
Q4 		$167K Sell
11,800
-1,100
-9% -$14.3K 0.01% 280
2023
Q3 		$159K Buy
+12,900
New +$314K 0.01% 235

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Marathon Trading Investment Management's HE Position: Q3 2024 in Review

Marathon Trading Investment Management sold out of Hawaiian Electric Industries (HE) in Q3 2024, closing a stake of 12,100 shares — an estimated $109K sold.

Marathon Trading Investment Management first reported a position in HE in Q3 2023 and held it in 4 quarters. The position peaked at $178K in Q1 2024. 291 funds tracked by Wall St. Rank hold HE as of Q3 2024.

  • Marathon Trading Investment Management reported no remaining Hawaiian Electric Industries position as of Q3 2024 after selling out during the quarter.
  • Marathon Trading Investment Management sold 12,100 Hawaiian Electric Industries shares in Q3 2024, an estimated $109K.
  • Marathon Trading Investment Management first reported a position in Hawaiian Electric Industries in Q3 2023 and held it in 4 quarters.
  • Marathon Trading Investment Management's Hawaiian Electric Industries position peaked at $178K in Q1 2024.
  • 291 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2024.

Based on Marathon Trading Investment Management's 13F filing for Q3 2024, filed 7 Nov 2024.