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McBroom & Associates’s Hawaiian Electric Industries HE Stock Holding History

McBroom & Associates’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
-5,880
Closed -$244K – 31
2021
Q4 		$244K Buy
+5,880
New +$239K 0.18% 27

Other funds holding HE

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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

McBroom & Associates's HE Position: Q1 2022 in Review

McBroom & Associates sold out of Hawaiian Electric Industries (HE) in Q1 2022, closing a stake of 5,880 shares — an estimated $244K sold.

McBroom & Associates first reported a position in HE in Q4 2021 and held it in 1 quarter. The position peaked at $244K in Q4 2021. 339 funds tracked by Wall St. Rank hold HE as of Q1 2022.

  • McBroom & Associates reported no remaining Hawaiian Electric Industries position as of Q1 2022 after selling out during the quarter.
  • McBroom & Associates sold 5,880 Hawaiian Electric Industries shares in Q1 2022, an estimated $244K.
  • McBroom & Associates first reported a position in Hawaiian Electric Industries in Q4 2021 and held it in 1 quarter.
  • McBroom & Associates's Hawaiian Electric Industries position peaked at $244K in Q4 2021.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2022.

Based on McBroom & Associates's 13F filing for Q1 2022, filed 4 May 2022.