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

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

GCM

Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Washington Trust's HE Position: Q4 2024 in Review

Washington Trust sold out of Hawaiian Electric Industries (HE) in Q4 2024, closing a stake of 200 shares — an estimated $1.94K sold.

Washington Trust first reported a position in HE in Q3 2021 and held it in 10 quarters. The position peaked at $31.4K in Q4 2022. 290 funds tracked by Wall St. Rank hold HE as of Q4 2024.

Washington Trust reported no remaining Hawaiian Electric Industries position as of Q4 2024 after selling out during the quarter.
Washington Trust sold 200 Hawaiian Electric Industries shares in Q4 2024, an estimated $1.94K.
Washington Trust first reported a position in Hawaiian Electric Industries in Q3 2021 and held it in 10 quarters.
Washington Trust's Hawaiian Electric Industries position peaked at $31.4K in Q4 2022.
290 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2024.

Based on Washington Trust's 13F filing for Q4 2024, filed 30 Jan 2025.