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Mine & Arao Wealth Creation & Management’s Hawaiian Electric Industries HE Stock Holding History

Mine & Arao Wealth Creation & 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
2023
Q3 		– Sell
-1,008
Closed -$36.5K – 327
2023
Q2 		$36.5K Hold
1,008
– – 0.02% 154
2023
Q1 		$38.7K Hold
1,008
– – 0.02% 154
2022
Q4 		$42.2K Hold
1,008
– – 0.03% 145
2022
Q3 		$35K Hold
1,008
– – 0.03% 149
2022
Q2 		$41K Buy
1,008
+8
+0.8% +$336 0.03% 145
2022
Q1 		$42K Hold
1,000
– – 0.02% 156
2021
Q4 		$42K Hold
1,000
– – 0.02% 156
2021
Q3 		$41K Hold
1,000
– – 0.02% 156
2021
Q2 		$42K Hold
1,000
– – 0.03% 154
2021
Q1 		$44K Buy
+1,000
New +$36.7K 0.03% 144

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's HE Position: Q3 2023 in Review

Mine & Arao Wealth Creation & Management sold out of Hawaiian Electric Industries (HE) in Q3 2023, closing a stake of 1,008 shares — an estimated $36.5K sold.

Mine & Arao Wealth Creation & Management first reported a position in HE in Q1 2021 and held it in 10 quarters. The position peaked at $44K in Q1 2021. 275 funds tracked by Wall St. Rank hold HE as of Q3 2023.

  • Mine & Arao Wealth Creation & Management reported no remaining Hawaiian Electric Industries position as of Q3 2023 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 1,008 Hawaiian Electric Industries shares in Q3 2023, an estimated $36.5K.
  • Mine & Arao Wealth Creation & Management first reported a position in Hawaiian Electric Industries in Q1 2021 and held it in 10 quarters.
  • Mine & Arao Wealth Creation & Management's Hawaiian Electric Industries position peaked at $44K in Q1 2021.
  • 275 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2023.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q3 2023, filed 16 Nov 2023.