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Zions Bancorporation’s Hawaiian Electric Industries HE Stock Holding History

Zions Bancorporation’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
2021
Q4 		– Sell
-2,000
Closed -$82K – 1024
2021
Q3 		$82K Buy
+2,000
New +$85.8K 0.01% 396
2018
Q4 		– Sell
-17
Closed -$1K – 611
2018
Q3 		$1K Buy
+17
New +$598 ﹤0.01% 741

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Zions Bancorporation's HE Position: Q4 2021 in Review

Zions Bancorporation sold out of Hawaiian Electric Industries (HE) in Q4 2021, closing a stake of 2,000 shares — an estimated $82K sold.

Zions Bancorporation first reported a position in HE in Q3 2018 and held it in 2 quarters. The position peaked at $82K in Q3 2021. 332 funds tracked by Wall St. Rank hold HE as of Q4 2021.

  • Zions Bancorporation reported no remaining Hawaiian Electric Industries position as of Q4 2021 after selling out during the quarter.
  • Zions Bancorporation sold 2,000 Hawaiian Electric Industries shares in Q4 2021, an estimated $82K.
  • Zions Bancorporation first reported a position in Hawaiian Electric Industries in Q3 2018 and held it in 2 quarters.
  • Zions Bancorporation's Hawaiian Electric Industries position peaked at $82K in Q3 2021.
  • 332 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2021.

Based on Zions Bancorporation's 13F filing for Q4 2021, filed 11 Feb 2022.