Joel Greenblatt HE Holdings History

Number of Shares
380,135.00
Current Holdings Value*
$5.39 Mil
% of Portfolio
0.1%
Total Estimate Gain
$-2.53 Mil
% of Total Estimate Gain
-31.71%

Joel Greenblatt's Hawaiian Electric Industries Inc Holding Summary

As of 2023-12-31, Gotham Asset Management, LLC held 380,135.00 shares of Hawaiian Electric Industries Inc(HE), totaling $5.39 Mil. This investment constitutes 0.1% of their stock portfolio, and Gotham Asset Management, LLC now holds 0.35% of the outstanding Hawaiian Electric Industries Inc(HE) stock.

The initial trade took place in 2021Q4. And since then Joel Greenblatt has made 6 purchases of HE, at an average price of $17.82, for a total of 447,087.00 shares. In addition, there have been 3 sales at an average price of $25.15 for 66,952.00 shares. Based on historical transaction data and HE's current price of $9.88, Joel Greenblatt's estimated gain on his HE holdings is $-2.53 Mil, reflecting a -31.71% gain to date.

Joel Greenblatt HE ($9.88) Holding Chart

Joel Greenblatt HE ($9.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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