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Paloma Partners’s Hawaiian Electric Industries HE Stock Holding History

Paloma Partners’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
Q4 		– Sell
-16,473
Closed -$159K – 621
2024
Q3 		$159K Buy
+16,473
New +$204K ﹤0.01% 1009
2021
Q1 		– Sell
-10,891
Closed -$385K – 2157
2020
Q4 		$385K Sell
10,891
-3,432
-24% -$121K 0.01% 1045
2020
Q3 		$476K Sell
14,323
-4,112
-22% -$144K 0.01% 1200
2020
Q2 		$665K Buy
+18,435
New +$714K 0.01% 1094
2019
Q4 		– Sell
-37,530
Closed -$1.71M – 2300
2019
Q3 		$1.71M Buy
+37,530
New +$1.67M 0.04% 498
2019
Q2 		– Sell
-15,751
Closed -$642K – 1929
2019
Q1 		$642K Buy
+15,751
New +$599K 0.02% 944
2018
Q3 		– Sell
-7,366
Closed -$253K – 1699
2018
Q2 		$253K Buy
+7,366
New +$250K ﹤0.01% 1361
2017
Q3 		– Sell
-8,984
Closed -$291K – 2224
2017
Q2 		$291K Sell
8,984
-51,584
-85% -$1.72M ﹤0.01% 1813
2017
Q1 		$2.02M Buy
60,568
+44,847
+285% +$1.49M 0.02% 780
2016
Q4 		$520K Sell
15,721
-37,834
-71% -$1.15M 0.01% 1489
2016
Q3 		$1.6M Buy
53,555
+42,800
+398% +$1.32M 0.02% 667
2016
Q2 		$352K Sell
10,755
-11,425
-52% -$377K ﹤0.01% 1705
2016
Q1 		$718K Buy
+22,180
New +$664K 0.01% 1102
2015
Q4 		– Sell
-9,117
Closed -$261K – 1792
2015
Q3 		$261K Buy
+9,117
New +$267K 0.01% 1353

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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Paloma Partners's HE Position: Q4 2024 in Review

Paloma Partners sold out of Hawaiian Electric Industries (HE) in Q4 2024, closing a stake of 16,473 shares — an estimated $159K sold.

Paloma Partners first reported a position in HE in Q3 2015 and held it in 14 quarters. The position peaked at $2.02M in Q1 2017. 290 funds tracked by Wall St. Rank hold HE as of Q4 2024.

  • Paloma Partners reported no remaining Hawaiian Electric Industries position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 16,473 Hawaiian Electric Industries shares in Q4 2024, an estimated $159K.
  • Paloma Partners first reported a position in Hawaiian Electric Industries in Q3 2015 and held it in 14 quarters.
  • Paloma Partners's Hawaiian Electric Industries position peaked at $2.02M in Q1 2017.
  • 290 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.