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Wedge Capital Management’s Hawaiian Electric Industries HE Stock Holding History

Wedge Capital Management’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
Q3 		– Sell
-72,367
Closed -$2.62M – 501
2023
Q2 		$2.62M Buy
72,367
+65,648
+977% +$2.47M 0.04% 341
2023
Q1 		$258K Sell
6,719
-381
-5% -$15.4K ﹤0.01% 368
2022
Q4 		$297K Sell
7,100
-33
-0.5% -$1.27K ﹤0.01% 356
2022
Q3 		$247K Buy
+7,133
New +$287K ﹤0.01% 359
2017
Q1 		– Sell
-14,129
Closed -$467K – 566
2016
Q4 		$467K Sell
14,129
-6,738
-32% -$205K ﹤0.01% 440
2016
Q3 		$623K Buy
+20,867
New +$641K 0.01% 397

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wedge Capital Management's HE Position: Q3 2023 in Review

Wedge Capital Management sold out of Hawaiian Electric Industries (HE) in Q3 2023, closing a stake of 72,367 shares — an estimated $2.62M sold.

Wedge Capital Management first reported a position in HE in Q3 2016 and held it in 6 quarters. The position peaked at $2.62M in Q2 2023. 275 funds tracked by Wall St. Rank hold HE as of Q3 2023.

  • Wedge Capital Management reported no remaining Hawaiian Electric Industries position as of Q3 2023 after selling out during the quarter.
  • Wedge Capital Management sold 72,367 Hawaiian Electric Industries shares in Q3 2023, an estimated $2.62M.
  • Wedge Capital Management first reported a position in Hawaiian Electric Industries in Q3 2016 and held it in 6 quarters.
  • Wedge Capital Management's Hawaiian Electric Industries position peaked at $2.62M in Q2 2023.
  • 275 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2023.

Based on Wedge Capital Management's 13F filing for Q3 2023, filed 13 Oct 2023.