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Aperio Group’s First Hawaiian FHB Stock Holding History

Aperio Group’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
Q4 		$2.52M Sell
106,909
-4,407
-4% -$88.1K 0.01% 1127
2020
Q3 		$1.61M Sell
111,316
-4,587
-4% -$75.4K 0.01% 1218
2020
Q2 		$2M Buy
115,903
+37,253
+47% +$625K 0.01% 1116
2020
Q1 		$1.3M Buy
78,650
+40,777
+108% +$1.03M 0.01% 1198
2019
Q4 		$1.09M Buy
37,873
+1,595
+4% +$44.8K ﹤0.01% 1393
2019
Q3 		$969K Buy
36,278
+1,061
+3% +$27.5K ﹤0.01% 1405
2019
Q2 		$911K Sell
35,217
-2,078
-6% -$55K ﹤0.01% 1451
2019
Q1 		$972K Buy
37,295
+11,698
+46% +$303K ﹤0.01% 1382
2018
Q4 		$576K Sell
25,597
-13,681
-35% -$338K ﹤0.01% 1596
2018
Q3 		$1.07M Buy
39,278
+63
+0.2% +$1.8K ﹤0.01% 1371
2018
Q2 		$1.14M Buy
39,215
+18,230
+87% +$526K 0.01% 1301
2018
Q1 		$584K Buy
20,985
+12,708
+154% +$370K ﹤0.01% 1615
2017
Q4 		$242K Buy
8,277
+1,337
+19% +$39.1K ﹤0.01% 2060
2017
Q3 		$210K Buy
+6,940
New +$200K ﹤0.01% 2102

Other funds holding FHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aperio Group's FHB Position: Q4 2020 in Review

Aperio Group reduced its First Hawaiian (FHB) stake by 4% in Q4 2020, selling an estimated $88.1K and leaving 106,909 shares worth $2.52M. The position accounts for 0.01% of the portfolio, ranked #1127.

Aperio Group first reported a position in FHB in Q3 2017 and has held it in 14 quarters since. 217 funds tracked by Wall St. Rank hold FHB as of Q4 2020.

  • Aperio Group held 106,909 shares of First Hawaiian worth $2.52M as of Q4 2020.
  • Aperio Group sold 4,407 First Hawaiian shares in Q4 2020, an estimated $88.1K.
  • First Hawaiian made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1127 holding.
  • Aperio Group first reported a position in First Hawaiian in Q3 2017 and has held it in 14 quarters since.
  • 217 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.