BFC
HA

Bedel Financial Consulting’s Hawaiian Holdings, Inc. HA Stock Holding History

Bedel Financial Consulting’s Portfolio HA Stock Details HA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-29
Closed -$1K – 931
2019
Q4 		$1K Sell
29
-200
-87% -$5.85K ﹤0.01% 748
2019
Q3 		$6K Hold
229
– – ﹤0.01% 562
2019
Q2 		$6K Buy
229
+200
+690% +$5.43K ﹤0.01% 555
2019
Q1 		$1K Hold
29
– – ﹤0.01% 690
2018
Q4 		$1K Hold
29
– – ﹤0.01% 664
2018
Q3 		$1K Hold
29
– – ﹤0.01% 663
2018
Q2 		$1K Hold
29
– – ﹤0.01% 670
2018
Q1 		$1K Buy
+29
New +$1.08K ﹤0.01% 661

Other funds holding HA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bedel Financial Consulting's HA Position: Q1 2020 in Review

Bedel Financial Consulting sold out of Hawaiian Holdings, Inc. (HA) in Q1 2020, closing a stake of 29 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in HA in Q1 2018 and held it in 8 quarters. The position peaked at $6K in Q3 2019. 180 funds tracked by Wall St. Rank hold HA as of Q1 2020.

  • Bedel Financial Consulting reported no remaining Hawaiian Holdings, Inc. position as of Q1 2020 after selling out during the quarter.
  • Bedel Financial Consulting sold 29 Hawaiian Holdings, Inc. shares in Q1 2020, an estimated $1K.
  • Bedel Financial Consulting first reported a position in Hawaiian Holdings, Inc. in Q1 2018 and held it in 8 quarters.
  • Bedel Financial Consulting's Hawaiian Holdings, Inc. position peaked at $6K in Q3 2019.
  • 180 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q1 2020.

Based on Bedel Financial Consulting's 13F filing for Q1 2020, filed 6 May 2020.