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Sageworth Trust Company of South Dakota’s Hawaiian Electric Industries HE Stock Holding History

Sageworth Trust Company of South Dakota’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
2022
Q3 		– Sell
-52
Closed -$2K – 412
2022
Q2 		$2K Hold
52
– – ﹤0.01% 372
2022
Q1 		$2K Sell
52
-231
-82% -$9.62K ﹤0.01% 406
2021
Q4 		$12K Buy
+283
New +$11.5K 0.02% 329

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State Street
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $654B AUM 26.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sageworth Trust Company of South Dakota's HE Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Hawaiian Electric Industries (HE) in Q3 2022, closing a stake of 52 shares — an estimated $2K sold.

Sageworth Trust Company of South Dakota first reported a position in HE in Q4 2021 and held it in 3 quarters. The position peaked at $12K in Q4 2021. 326 funds tracked by Wall St. Rank hold HE as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Hawaiian Electric Industries position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 52 Hawaiian Electric Industries shares in Q3 2022, an estimated $2K.
  • Sageworth Trust Company of South Dakota first reported a position in Hawaiian Electric Industries in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Hawaiian Electric Industries position peaked at $12K in Q4 2021.
  • 326 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.