Mather Group’s Hawaiian Electric Industries HE Stock Holding History

Mather Group’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	-700	Closed	-$7.89K	–	1916
2024 Q2	$7.89K	Buy	+700	New	+$7.27K	﹤0.01%	1506

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Mather Group's HE Position: Q3 2024 in Review

Mather Group sold out of Hawaiian Electric Industries (HE) in Q3 2024, closing a stake of 700 shares — an estimated $7.89K sold.

Mather Group first reported a position in HE in Q2 2024 and held it in 1 quarter. The position peaked at $7.89K in Q2 2024. 291 funds tracked by Wall St. Rank hold HE as of Q3 2024.

Mather Group reported no remaining Hawaiian Electric Industries position as of Q3 2024 after selling out during the quarter.
Mather Group sold 700 Hawaiian Electric Industries shares in Q3 2024, an estimated $7.89K.
Mather Group first reported a position in Hawaiian Electric Industries in Q2 2024 and held it in 1 quarter.
Mather Group's Hawaiian Electric Industries position peaked at $7.89K in Q2 2024.
291 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.