Pictet Asset Management (Switzerland)’s Hawaiian Electric Industries HE Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$618K	Buy	17,064 +1,585	+10%	+$59.7K	﹤0.01%	1142
2023 Q1	$594K	Hold	15,479	–	–	﹤0.01%	1169
2022 Q4	$648K	Buy	15,479 +7,778	+101%	+$300K	﹤0.01%	1137
2022 Q3	$267K	Hold	7,701	–	–	﹤0.01%	1290
2022 Q2	$315K	Hold	7,701	–	–	﹤0.01%	1253
2022 Q1	$326K	Hold	7,701	–	–	﹤0.01%	1319
2021 Q4	$320K	Hold	7,701	–	–	﹤0.01%	1368
2021 Q3	$314K	Buy	+7,701	New	+$331K	﹤0.01%	1387

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s HE Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Hawaiian Electric Industries (HE) stake by 10% in Q2 2023, buying an estimated $59.7K and bringing the position to 17,064 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Pictet Asset Management (Switzerland) first reported a position in HE in Q3 2021 and has held it in 8 quarters since. The position peaked at $648K in Q4 2022. 321 funds tracked by Wall St. Rank hold HE as of Q2 2023.

Pictet Asset Management (Switzerland) held 17,064 shares of Hawaiian Electric Industries worth $618K as of Q2 2023.
Pictet Asset Management (Switzerland) bought 1,585 Hawaiian Electric Industries shares in Q2 2023, an estimated $59.7K.
Hawaiian Electric Industries made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1142 holding.
Pictet Asset Management (Switzerland) first reported a position in Hawaiian Electric Industries in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Hawaiian Electric Industries position peaked at $648K in Q4 2022.
321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.