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Denali Advisors’s First Hawaiian FHB Stock Holding History

Denali 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
2023
Q4 		– Sell
-100
Closed -$1.8K – 471
2023
Q3 		$1.8K Sell
100
-119
-54% -$2.29K ﹤0.01% 422
2023
Q2 		$3.94K Hold
219
– – ﹤0.01% 378
2023
Q1 		$4.52K Hold
219
– – ﹤0.01% 329
2022
Q4 		$5.7K Buy
219
+15
+7% +$385 ﹤0.01% 326
2022
Q3 		$5K Hold
204
– – ﹤0.01% 317
2022
Q2 		$5K Buy
+204
New +$5.12K ﹤0.01% 335

Other funds holding FHB

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Denali Advisors's FHB Position: Q4 2023 in Review

Denali Advisors sold out of First Hawaiian (FHB) in Q4 2023, closing a stake of 100 shares — an estimated $1.8K sold.

Denali Advisors first reported a position in FHB in Q2 2022 and held it in 6 quarters. The position peaked at $5.7K in Q4 2022. 221 funds tracked by Wall St. Rank hold FHB as of Q4 2023.

  • Denali Advisors reported no remaining First Hawaiian position as of Q4 2023 after selling out during the quarter.
  • Denali Advisors sold 100 First Hawaiian shares in Q4 2023, an estimated $1.8K.
  • Denali Advisors first reported a position in First Hawaiian in Q2 2022 and held it in 6 quarters.
  • Denali Advisors's First Hawaiian position peaked at $5.7K in Q4 2022.
  • 221 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2023.

Based on Denali Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.