ZIM
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Zacks Investment Management’s Hawaiian Electric Industries HE Stock Holding History

Zacks Investment 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
2020
Q4 		– Sell
-128,777
Closed -$4.28M – 545
2020
Q3 		$4.28M Buy
128,777
+6,702
+5% +$235K 0.09% 155
2020
Q2 		$4.4M Sell
122,075
-4,539
-4% -$176K 0.1% 142
2020
Q1 		$5.45M Sell
126,614
-4,247
-3% -$196K 0.13% 129
2019
Q4 		$6.13M Sell
130,861
-574
-0.4% -$25.7K 0.11% 137
2019
Q3 		$6M Buy
131,435
+1,251
+1% +$55.6K 0.12% 134
2019
Q2 		$5.67M Sell
130,184
-66
-0.1% -$2.77K 0.12% 140
2019
Q1 		$5.31M Sell
130,250
-259
-0.2% -$9.84K 0.11% 144
2018
Q4 		$4.78M Sell
130,509
-1,489
-1% -$55.2K 0.12% 138
2018
Q3 		$4.7M Buy
131,998
+1,531
+1% +$53.9K 0.1% 160
2018
Q2 		$4.47M Sell
130,467
-1,749
-1% -$59.4K 0.1% 163
2018
Q1 		$4.55M Buy
132,216
+3,399
+3% +$115K 0.1% 159
2017
Q4 		$4.66M Buy
+128,817
New +$4.66M 0.1% 155
2015
Q1 		– Sell
-10,487
Closed -$351K – 657
2014
Q4 		$351K Buy
+10,487
New +$305K 0.01% 472

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Zacks Investment Management's HE Position: Q4 2020 in Review

Zacks Investment Management sold out of Hawaiian Electric Industries (HE) in Q4 2020, closing a stake of 128,777 shares — an estimated $4.28M sold.

Zacks Investment Management first reported a position in HE in Q4 2014 and held it in 13 quarters. The position peaked at $6.13M in Q4 2019. 320 funds tracked by Wall St. Rank hold HE as of Q4 2020.

  • Zacks Investment Management reported no remaining Hawaiian Electric Industries position as of Q4 2020 after selling out during the quarter.
  • Zacks Investment Management sold 128,777 Hawaiian Electric Industries shares in Q4 2020, an estimated $4.28M.
  • Zacks Investment Management first reported a position in Hawaiian Electric Industries in Q4 2014 and held it in 13 quarters.
  • Zacks Investment Management's Hawaiian Electric Industries position peaked at $6.13M in Q4 2019.
  • 320 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2020.

Based on Zacks Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.