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Disciplined Investments’s First Hawaiian FHB Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-25
Closed -$450 – 606
2023
Q2 		$450 Sell
25
-6
-19% -$110 ﹤0.01% 1266
2023
Q1 		$640 Buy
31
+8
+35% +$202 ﹤0.01% 1158
2022
Q4 		$599 Sell
23
-3
-12% -$77 ﹤0.01% 1119
2022
Q3 		$1K Sell
26
-7
-21% -$176 ﹤0.01% 894
2022
Q2 		$1K Buy
33
+3
+10% +$75 ﹤0.01% 911
2022
Q1 		$1K Buy
+30
New +$866 ﹤0.01% 968

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Disciplined Investments's FHB Position: Q3 2023 in Review

Disciplined Investments sold out of First Hawaiian (FHB) in Q3 2023, closing a stake of 25 shares — an estimated $450 sold.

Disciplined Investments first reported a position in FHB in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 225 funds tracked by Wall St. Rank hold FHB as of Q3 2023.

  • Disciplined Investments reported no remaining First Hawaiian position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 25 First Hawaiian shares in Q3 2023, an estimated $450.
  • Disciplined Investments first reported a position in First Hawaiian in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's First Hawaiian position peaked at $1K in Q3 2022.
  • 225 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2023.

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