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Oracle Alpha’s Hawaiian Electric Industries HE Stock Holding History

Oracle Alpha’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
Q1 		$140K Sell
12,432
-2,896
-19% -$36.8K 0.25% 162
2023
Q4 		$218K Buy
+15,328
New +$199K 0.28% 171

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oracle Alpha's HE Position: Q1 2024 in Review

Oracle Alpha reduced its Hawaiian Electric Industries (HE) stake by 19% in Q1 2024, selling an estimated $36.8K and leaving 12,432 shares worth $140K. The position accounts for 0.25% of the portfolio, ranked #162.

Oracle Alpha first reported a position in HE in Q4 2023 and has held it in 2 quarters since. The position peaked at $218K in Q4 2023. 297 funds tracked by Wall St. Rank hold HE as of Q1 2024.

  • Oracle Alpha held 12,432 shares of Hawaiian Electric Industries worth $140K as of Q1 2024.
  • Oracle Alpha sold 2,896 Hawaiian Electric Industries shares in Q1 2024, an estimated $36.8K.
  • Hawaiian Electric Industries made up 0.25% of Oracle Alpha's portfolio in Q1 2024, its #162 holding.
  • Oracle Alpha first reported a position in Hawaiian Electric Industries in Q4 2023 and has held it in 2 quarters since.
  • Oracle Alpha's Hawaiian Electric Industries position peaked at $218K in Q4 2023.
  • 297 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.