Advisory Research’s First Hawaiian FHB Stock Holding History

Advisory Research’s Portfolio FHB Stock Details FHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-10,460	Closed	-$173K	–	319
2020 Q1	$173K	Sell	10,460 -2,560	-20%	-$64.7K	0.01%	275
2019 Q4	$376K	Hold	13,020	–	–	0.02%	264
2019 Q3	$348K	Buy	13,020 +4,690	+56%	+$122K	0.02%	278
2019 Q2	$215K	Sell	8,330 -470	-5%	-$12.4K	﹤0.01%	354
2019 Q1	$229K	Buy	+8,800	New	+$228K	﹤0.01%	331

Other funds holding FHB

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Research's FHB Position: Q2 2020 in Review

Advisory Research sold out of First Hawaiian (FHB) in Q2 2020, closing a stake of 10,460 shares — an estimated $173K sold.

Advisory Research first reported a position in FHB in Q1 2019 and held it in 5 quarters. The position peaked at $376K in Q4 2019. 212 funds tracked by Wall St. Rank hold FHB as of Q2 2020.

Advisory Research reported no remaining First Hawaiian position as of Q2 2020 after selling out during the quarter.
Advisory Research sold 10,460 First Hawaiian shares in Q2 2020, an estimated $173K.
Advisory Research first reported a position in First Hawaiian in Q1 2019 and held it in 5 quarters.
Advisory Research's First Hawaiian position peaked at $376K in Q4 2019.
212 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2020.

Based on Advisory Research's 13F filing for Q2 2020, filed 13 Aug 2020.