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New York Life Investment Management’s Hawaiian Electric Industries HE Stock Holding History

New York Life 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
Q2 		– Sell
-32,834
Closed -$370K – 1060
2024
Q1 		$370K Buy
+32,834
New +$417K ﹤0.01% 984
2023
Q1 		– Sell
-13,408
Closed -$561K – 1277
2022
Q4 		$561K Buy
13,408
+1,512
+13% +$58.4K 0.01% 829
2022
Q3 		$412K Buy
11,896
+874
+8% +$35.2K 0.01% 924
2022
Q2 		$451K Buy
+11,022
New +$464K 0.01% 786

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

New York Life Investment Management's HE Position: Q2 2024 in Review

New York Life Investment Management sold out of Hawaiian Electric Industries (HE) in Q2 2024, closing a stake of 32,834 shares — an estimated $370K sold.

New York Life Investment Management first reported a position in HE in Q2 2022 and held it in 4 quarters. The position peaked at $561K in Q4 2022. 277 funds tracked by Wall St. Rank hold HE as of Q2 2024.

  • New York Life Investment Management reported no remaining Hawaiian Electric Industries position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 32,834 Hawaiian Electric Industries shares in Q2 2024, an estimated $370K.
  • New York Life Investment Management first reported a position in Hawaiian Electric Industries in Q2 2022 and held it in 4 quarters.
  • New York Life Investment Management's Hawaiian Electric Industries position peaked at $561K in Q4 2022.
  • 277 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.