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Bridgewater Associates’s Bank of Hawaii BOH Stock Holding History

Bridgewater Associates’s Portfolio BOH Stock Details BOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,418
Closed -$1.12M – 735
2022
Q4 		$1.12M Buy
14,418
+4,596
+47% +$356K 0.01% 632
2022
Q3 		$748K Buy
9,822
+6,606
+205% +$519K ﹤0.01% 736
2022
Q2 		$239K Sell
3,216
-1,062
-25% -$81.8K ﹤0.01% 962
2022
Q1 		$359K Sell
4,278
-2,894
-40% -$250K ﹤0.01% 922
2021
Q4 		$601K Sell
7,172
-8,635
-55% -$727K ﹤0.01% 626
2021
Q3 		$1.3M Buy
15,807
+1,995
+14% +$165K 0.01% 481
2021
Q2 		$1.16M Buy
13,812
+1,395
+11% +$125K 0.01% 558
2021
Q1 		$1.11M Buy
12,417
+6,327
+104% +$551K 0.01% 308
2020
Q4 		$467K Buy
+6,090
New +$417K ﹤0.01% 468
2020
Q1 		– Sell
-8,349
Closed -$794K – 433
2019
Q4 		$794K Buy
+8,349
New +$742K 0.01% 352

Other funds holding BOH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bridgewater Associates's BOH Position: Q1 2023 in Review

Bridgewater Associates sold out of Bank of Hawaii (BOH) in Q1 2023, closing a stake of 14,418 shares — an estimated $1.12M sold.

Bridgewater Associates first reported a position in BOH in Q4 2019 and held it in 10 quarters. The position peaked at $1.3M in Q3 2021. 278 funds tracked by Wall St. Rank hold BOH as of Q1 2023.

  • Bridgewater Associates reported no remaining Bank of Hawaii position as of Q1 2023 after selling out during the quarter.
  • Bridgewater Associates sold 14,418 Bank of Hawaii shares in Q1 2023, an estimated $1.12M.
  • Bridgewater Associates first reported a position in Bank of Hawaii in Q4 2019 and held it in 10 quarters.
  • Bridgewater Associates's Bank of Hawaii position peaked at $1.3M in Q3 2021.
  • 278 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2023.

Based on Bridgewater Associates's 13F filing for Q1 2023, filed 12 May 2023.