Claris Advisors’s First Hawaiian FHB Stock Holding History

Claris 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
2024 Q4	–	Sell	-9	Closed	-$208	–	441
2024 Q3	$208	Buy	+9	New	+$210	﹤0.01%	948

Other funds holding FHB

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Claris Advisors's FHB Position: Q4 2024 in Review

Claris Advisors sold out of First Hawaiian (FHB) in Q4 2024, closing a stake of 9 shares — an estimated $208 sold.

Claris Advisors first reported a position in FHB in Q3 2024 and held it in 1 quarter. The position peaked at $208 in Q3 2024. 247 funds tracked by Wall St. Rank hold FHB as of Q4 2024.

Claris Advisors reported no remaining First Hawaiian position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 9 First Hawaiian shares in Q4 2024, an estimated $208.
Claris Advisors first reported a position in First Hawaiian in Q3 2024 and held it in 1 quarter.
Claris Advisors's First Hawaiian position peaked at $208 in Q3 2024.
247 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.