WT
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Washington Trust’s Hawaiian Electric Industries HE Stock Holding History

Washington Trust’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
-200
Closed -$1.94K – 865
2024
Q3 		$1.94K Sell
200
-550
-73% -$6.82K ﹤0.01% 803
2024
Q2 		$6.76K Hold
750
– – ﹤0.01% 704
2024
Q1 		$8.45K Hold
750
– – ﹤0.01% 683
2023
Q4 		$10.6K Hold
750
– – ﹤0.01% 627
2023
Q3 		$9.23K Hold
750
– – ﹤0.01% 635
2023
Q2 		$27.1K Hold
750
– – ﹤0.01% 513
2023
Q1 		$28.8K Hold
750
– – ﹤0.01% 506
2022
Q4 		$31.4K Hold
750
– – ﹤0.01% 478
2022
Q3 		$26K Buy
+750
New +$30.2K ﹤0.01% 504
2021
Q4 		– Sell
-67
Closed -$3K – 998
2021
Q3 		$3K Buy
+67
New +$2.88K ﹤0.01% 902

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return