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Sherbrooke Park Advisers’s Hawaiian Electric Industries HE Stock Holding History

Sherbrooke Park Advisers’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
Q4 		– Sell
-129,364
Closed -$1.59M – 561
2023
Q3 		$1.59M Buy
129,364
+119,673
+1,235% +$2.91M 0.51% 32
2023
Q2 		$351K Sell
9,691
-1,069
-10% -$40.2K 0.18% 232
2023
Q1 		$413K Buy
+10,760
New +$436K 0.62% 53

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sherbrooke Park Advisers's HE Position: Q4 2023 in Review

Sherbrooke Park Advisers sold out of Hawaiian Electric Industries (HE) in Q4 2023, closing a stake of 129,364 shares — an estimated $1.59M sold.

Sherbrooke Park Advisers first reported a position in HE in Q1 2023 and held it in 3 quarters. The position peaked at $1.59M in Q3 2023. 291 funds tracked by Wall St. Rank hold HE as of Q4 2023.

  • Sherbrooke Park Advisers reported no remaining Hawaiian Electric Industries position as of Q4 2023 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 129,364 Hawaiian Electric Industries shares in Q4 2023, an estimated $1.59M.
  • Sherbrooke Park Advisers first reported a position in Hawaiian Electric Industries in Q1 2023 and held it in 3 quarters.
  • Sherbrooke Park Advisers's Hawaiian Electric Industries position peaked at $1.59M in Q3 2023.
  • 291 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2023.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2023, filed 14 Feb 2024.