Berman Capital Advisors’s First Hawaiian FHB Stock Holding History

Berman Capital Advisors’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
2021 Q3	$25K	Buy	894 +523	+141%	+$14.5K	﹤0.01%	905
2021 Q2	$9K	Buy	371 +1	+0.3%	+$28	﹤0.01%	1158
2021 Q1	$9K	Buy	370 +58	+19%	+$1.56K	﹤0.01%	1055
2020 Q4	$7K	Buy	312 +76	+32%	+$1.52K	﹤0.01%	1037
2020 Q3	$3K	Buy	+236	New	+$3.88K	﹤0.01%	1188
2020 Q1	–	Sell	-263	Closed	-$7K	–	1525
2019 Q4	$7K	Hold	263	–	–	﹤0.01%	872
2019 Q3	$7K	Sell	263 -88	-25%	-$2.28K	﹤0.01%	831
2019 Q2	$9K	Hold	351	–	–	﹤0.01%	764
2019 Q1	$9K	Buy	351 +344	+4,914%	+$8.9K	﹤0.01%	685
2018 Q4	$0	Buy	+7	New	+$173	﹤0.01%	1160

Other funds holding FHB

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Berman Capital Advisors's FHB Position: Q3 2021 in Review

Berman Capital Advisors increased its First Hawaiian (FHB) stake by 141% in Q3 2021, buying an estimated $14.5K and bringing the position to 894 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Berman Capital Advisors first reported a position in FHB in Q4 2018 and has held it in 10 quarters since. 238 funds tracked by Wall St. Rank hold FHB as of Q3 2021.

Berman Capital Advisors held 894 shares of First Hawaiian worth $25K as of Q3 2021.
Berman Capital Advisors bought 523 First Hawaiian shares in Q3 2021, an estimated $14.5K.
First Hawaiian made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #905 holding.
Berman Capital Advisors first reported a position in First Hawaiian in Q4 2018 and has held it in 10 quarters since.
238 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.