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Oxford Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Oxford Asset 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
2026
Q1 		$359K Buy
+24,206
New +$366K 0.15% 205
2017
Q4 		– Sell
-7,198
Closed -$242K – 1715
2017
Q3 		$242K Sell
7,198
-102
-1% -$3.38K ﹤0.01% 1385
2017
Q2 		$236K Sell
7,300
-9,737
-57% -$324K ﹤0.01% 1318
2017
Q1 		$568K Buy
+17,037
New +$565K 0.01% 1012

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VCM
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T. Rowe Price Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
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Charles Schwab
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return