SC
HE icon

SouthState Corp’s Hawaiian Electric Industries HE Stock Holding History

SouthState Corp’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
Q1 		– Sell
-500
Closed -$20.9K – 662
2022
Q4 		$20.9K Hold
500
– – ﹤0.01% 466
2022
Q3 		$17K Hold
500
– – ﹤0.01% 479
2022
Q2 		$20K Hold
500
– – ﹤0.01% 496
2022
Q1 		$21K Hold
500
– – ﹤0.01% 526
2021
Q4 		$21K Buy
+500
New +$20.3K ﹤0.01% 491

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

SouthState Corp's HE Position: Q1 2023 in Review

SouthState Corp sold out of Hawaiian Electric Industries (HE) in Q1 2023, closing a stake of 500 shares — an estimated $20.9K sold.

SouthState Corp first reported a position in HE in Q4 2021 and held it in 5 quarters. The position peaked at $21K in Q1 2022. 329 funds tracked by Wall St. Rank hold HE as of Q1 2023.

  • SouthState Corp reported no remaining Hawaiian Electric Industries position as of Q1 2023 after selling out during the quarter.
  • SouthState Corp sold 500 Hawaiian Electric Industries shares in Q1 2023, an estimated $20.9K.
  • SouthState Corp first reported a position in Hawaiian Electric Industries in Q4 2021 and held it in 5 quarters.
  • SouthState Corp's Hawaiian Electric Industries position peaked at $21K in Q1 2022.
  • 329 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2023.

Based on SouthState Corp's 13F filing for Q1 2023, filed 8 May 2023.