Sumitomo Mitsui Trust Group’s Hawaiian Electric Industries HE Stock Holding History

Sumitomo Mitsui Trust Group’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	-43,500	Closed	-$1.82M	–	1164
2022 Q4	$1.82M	Hold	43,500	–	–	﹤0.01%	944
2022 Q3	$1.51M	Hold	43,500	–	–	﹤0.01%	978
2022 Q2	$1.78M	Hold	43,500	–	–	﹤0.01%	964
2022 Q1	$1.84M	Sell	43,500 -10,000	-19%	-$417K	﹤0.01%	962
2021 Q4	$2.22M	Hold	53,500	–	–	﹤0.01%	926
2021 Q3	$2.18M	Hold	53,500	–	–	﹤0.01%	939
2021 Q2	$2.26M	Buy	53,500 +19,506	+57%	+$845K	﹤0.01%	939
2021 Q1	$1.51M	Sell	33,994 -3,800	-10%	-$139K	﹤0.01%	963
2020 Q4	$1.34M	Sell	37,794 -3,000	-7%	-$106K	﹤0.01%	952
2020 Q3	$1.36M	Hold	40,794	–	–	﹤0.01%	937
2020 Q2	$1.47M	Buy	40,794 +5,700	+16%	+$221K	﹤0.01%	918
2020 Q1	$1.51M	Buy	35,094 +23,500	+203%	+$1.09M	﹤0.01%	901
2019 Q4	$543K	Buy	11,594 +7,200	+164%	+$323K	﹤0.01%	1005
2019 Q3	$200K	Sell	4,394 -24,911	-85%	-$1.11M	﹤0.01%	1055
2019 Q2	$1.28M	Buy	+29,305	New	+$1.23M	﹤0.01%	879

Other funds holding HE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group's HE Position: Q1 2023 in Review

Sumitomo Mitsui Trust Group sold out of Hawaiian Electric Industries (HE) in Q1 2023, closing a stake of 43,500 shares — an estimated $1.82M sold.

Sumitomo Mitsui Trust Group first reported a position in HE in Q2 2019 and held it in 15 quarters. The position peaked at $2.26M in Q2 2021. 328 funds tracked by Wall St. Rank hold HE as of Q1 2023.

Sumitomo Mitsui Trust Group reported no remaining Hawaiian Electric Industries position as of Q1 2023 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 43,500 Hawaiian Electric Industries shares in Q1 2023, an estimated $1.82M.
Sumitomo Mitsui Trust Group first reported a position in Hawaiian Electric Industries in Q2 2019 and held it in 15 quarters.
Sumitomo Mitsui Trust Group's Hawaiian Electric Industries position peaked at $2.26M in Q2 2021.
328 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2023, filed 27 Apr 2023.