Trust Company of Vermont’s Hawaiian Electric Industries HE Stock Holding History

Trust Company of Vermont’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
2024 Q4	–	Sell	-328	Closed	-$3.17K	–	1080
2024 Q3	$3.17K	Hold	328	–	–	﹤0.01%	906
2024 Q2	$2.96K	Hold	328	–	–	﹤0.01%	786
2024 Q1	$3.7K	Buy	+328	New	+$4.17K	﹤0.01%	757
2023 Q4	–	Sell	-733	Closed	-$9.02K	–	845
2023 Q3	$9.02K	Hold	733	–	–	﹤0.01%	663
2023 Q2	$26.5K	Hold	733	–	–	﹤0.01%	550
2023 Q1	$28.1K	Hold	733	–	–	﹤0.01%	562
2022 Q4	$30.7K	Hold	733	–	–	﹤0.01%	536
2022 Q3	$25K	Hold	733	–	–	﹤0.01%	574
2022 Q2	$30K	Buy	+733	New	+$30.8K	﹤0.01%	528
2022 Q1	–	Sell	-1,535	Closed	-$64K	–	496
2021 Q4	$64K	Buy	+1,535	New	+$62.3K	﹤0.01%	460
2021 Q3	–	Sell	-1,535	Closed	-$65K	–	482
2021 Q2	$65K	Hold	1,535	–	–	﹤0.01%	451
2021 Q1	$68K	Hold	1,535	–	–	0.01%	429
2020 Q4	$54K	Hold	1,535	–	–	﹤0.01%	444
2020 Q3	$51K	Hold	1,535	–	–	﹤0.01%	428
2020 Q2	$56K	Hold	1,535	–	–	0.01%	429
2020 Q1	$66K	Sell	1,535 -86	-5%	-$3.98K	0.01%	403
2019 Q4	$76K	Hold	1,621	–	–	0.01%	421
2019 Q3	$74K	Hold	1,621	–	–	0.01%	436
2019 Q2	$70K	Hold	1,621	–	–	0.01%	433
2019 Q1	$66K	Buy	1,621 +86	+6%	+$3.27K	0.01%	442
2018 Q4	$56K	Sell	1,535 -97	-6%	-$3.6K	0.01%	453
2018 Q3	$58K	Hold	1,632	–	–	﹤0.01%	489
2018 Q2	$56K	Hold	1,632	–	–	0.01%	507
2018 Q1	$56K	Hold	1,632	–	–	0.01%	481
2017 Q4	$59K	Hold	1,632	–	–	0.01%	479
2017 Q3	$55K	Hold	1,632	–	–	0.01%	482
2017 Q2	$53K	Hold	1,632	–	–	0.01%	489
2017 Q1	$55K	Hold	1,632	–	–	0.01%	469
2016 Q4	$54K	Hold	1,632	–	–	0.01%	469
2016 Q3	$49K	Hold	1,632	–	–	0.01%	434
2016 Q2	$53K	Sell	1,632 -100	-6%	-$3.29K	0.01%	382
2016 Q1	$56K	Hold	1,732	–	–	0.01%	371
2015 Q4	$51K	Hold	1,732	–	–	0.01%	391
2015 Q3	$49K	Sell	1,732 -61	-3%	-$1.79K	0.01%	398
2015 Q2	$54K	Hold	1,793	–	–	0.01%	394
2015 Q1	$58K	Hold	1,793	–	–	0.01%	378
2014 Q4	$60K	Hold	1,793	–	–	0.01%	372
2014 Q3	$48K	Hold	1,793	–	–	0.01%	399
2014 Q2	$45K	Hold	1,793	–	–	0.01%	392
2014 Q1	$46K	Hold	1,793	–	–	0.01%	383
2013 Q4	$47K	Hold	1,793	–	–	0.01%	364
2013 Q3	$45K	Sell	1,793 -59	-3%	-$1.52K	0.01%	359
2013 Q2	$47K	Buy	+1,852	New	+$49.3K	0.01%	334

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

GCM

Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Trust Company of Vermont's HE Position: Q4 2024 in Review

Trust Company of Vermont sold out of Hawaiian Electric Industries (HE) in Q4 2024, closing a stake of 328 shares — an estimated $3.17K sold.

Trust Company of Vermont first reported a position in HE in Q2 2013 and held it in 43 quarters. The position peaked at $76K in Q4 2019. 290 funds tracked by Wall St. Rank hold HE as of Q4 2024.

Trust Company of Vermont reported no remaining Hawaiian Electric Industries position as of Q4 2024 after selling out during the quarter.
Trust Company of Vermont sold 328 Hawaiian Electric Industries shares in Q4 2024, an estimated $3.17K.
Trust Company of Vermont first reported a position in Hawaiian Electric Industries in Q2 2013 and held it in 43 quarters.
Trust Company of Vermont's Hawaiian Electric Industries position peaked at $76K in Q4 2019.
290 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2024.

Based on Trust Company of Vermont's 13F filing for Q4 2024, filed 15 Jan 2025.