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Disciplined Investments’s Bank of Hawaii BOH Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-7
Closed -$289 – 291
2023
Q2 		$289 Buy
7
+3
+75% +$133 ﹤0.01% 1405
2023
Q1 		$208 Sell
4
-3
-43% -$211 ﹤0.01% 1473
2022
Q4 		$543 Sell
7
-3
-30% -$233 ﹤0.01% 1167
2022
Q3 		$1K Buy
10
+1
+11% +$79 ﹤0.01% 806
2022
Q2 		$1K Buy
9
+1
+13% +$77 ﹤0.01% 826
2022
Q1 		$1K Buy
+8
New +$691 ﹤0.01% 887

Other funds holding BOH

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Disciplined Investments's BOH Position: Q3 2023 in Review

Disciplined Investments sold out of Bank of Hawaii (BOH) in Q3 2023, closing a stake of 7 shares — an estimated $289 sold.

Disciplined Investments first reported a position in BOH in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 247 funds tracked by Wall St. Rank hold BOH as of Q3 2023.

  • Disciplined Investments reported no remaining Bank of Hawaii position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Bank of Hawaii shares in Q3 2023, an estimated $289.
  • Disciplined Investments first reported a position in Bank of Hawaii in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Bank of Hawaii position peaked at $1K in Q3 2022.
  • 247 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.