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MUFG Americas’s Hawaiian Electric Industries HE Stock Holding History

MUFG Americas’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
Q4 		– Sell
-1,138
Closed -$39K – 358
2022
Q3 		$39K Buy
+1,138
New +$45.8K ﹤0.01% 519
2020
Q1 		– Sell
-600
Closed -$28K – 733
2019
Q4 		$28K Hold
600
– – ﹤0.01% 599
2019
Q3 		$27K Hold
600
– – ﹤0.01% 608
2019
Q2 		$26K Sell
600
-655
-52% -$27.5K ﹤0.01% 615
2019
Q1 		$51K Buy
1,255
+655
+109% +$24.9K ﹤0.01% 508
2018
Q4 		$22K Hold
600
– – ﹤0.01% 565
2018
Q3 		$21K Hold
600
– – ﹤0.01% 621
2018
Q2 		$21K Sell
600
-311
-34% -$10.6K ﹤0.01% 655
2018
Q1 		$32K Sell
911
-330
-27% -$11.2K ﹤0.01% 578
2017
Q4 		$45K Hold
1,241
– – ﹤0.01% 581
2017
Q3 		$41K Hold
1,241
– – ﹤0.01% 601
2017
Q2 		$40K Hold
1,241
– – ﹤0.01% 602
2017
Q1 		$41K Hold
1,241
– – ﹤0.01% 603
2016
Q4 		$41K Buy
1,241
+600
+94% +$18.3K ﹤0.01% 599
2016
Q3 		$19K Hold
641
– – ﹤0.01% 725
2016
Q2 		$21K Hold
641
– – ﹤0.01% 691
2016
Q1 		$21K Hold
641
– – ﹤0.01% 699
2015
Q4 		$19K Sell
641
-2,096
-77% -$60.4K ﹤0.01% 718
2015
Q3 		$78K Buy
2,737
+2,096
+327% +$61.5K ﹤0.01% 549
2015
Q2 		$19K Hold
641
– – ﹤0.01% 759
2015
Q1 		$21K Hold
641
– – ﹤0.01% 801
2014
Q4 		$21K Hold
641
– – ﹤0.01% 813
2014
Q3 		$17K Sell
641
-209
-25% -$5.19K ﹤0.01% 842
2014
Q2 		$22K Sell
850
-425
-33% -$10.3K ﹤0.01% 826
2014
Q1 		$32K Sell
1,275
-425
-25% -$10.9K ﹤0.01% 746
2013
Q4 		$44K Sell
1,700
-44
-3% -$1.14K ﹤0.01% 697
2013
Q3 		$44K Buy
1,744
+44
+3% +$1.13K ﹤0.01% 730
2013
Q2 		$43K Buy
+1,700
New +$45.3K ﹤0.01% 1176

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MUFG Americas's HE Position: Q4 2022 in Review

MUFG Americas sold out of Hawaiian Electric Industries (HE) in Q4 2022, closing a stake of 1,138 shares — an estimated $39K sold.

MUFG Americas first reported a position in HE in Q2 2013 and held it in 28 quarters. The position peaked at $78K in Q3 2015. 321 funds tracked by Wall St. Rank hold HE as of Q4 2022.

  • MUFG Americas reported no remaining Hawaiian Electric Industries position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 1,138 Hawaiian Electric Industries shares in Q4 2022, an estimated $39K.
  • MUFG Americas first reported a position in Hawaiian Electric Industries in Q2 2013 and held it in 28 quarters.
  • MUFG Americas's Hawaiian Electric Industries position peaked at $78K in Q3 2015.
  • 321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.