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Edgestream Partners’s Bank of Hawaii BOH Stock Holding History

Edgestream Partners’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
2024
Q4 		– Sell
-13,330
Closed -$837K – 870
2024
Q3 		$837K Buy
+13,330
New +$858K 0.04% 606

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Kayne Anderson Rudnick Investment Management
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Edgestream Partners's BOH Position: Q4 2024 in Review

Edgestream Partners sold out of Bank of Hawaii (BOH) in Q4 2024, closing a stake of 13,330 shares — an estimated $837K sold.

Edgestream Partners first reported a position in BOH in Q3 2024 and held it in 1 quarter. The position peaked at $837K in Q3 2024. 297 funds tracked by Wall St. Rank hold BOH as of Q4 2024.

  • Edgestream Partners reported no remaining Bank of Hawaii position as of Q4 2024 after selling out during the quarter.
  • Edgestream Partners sold 13,330 Bank of Hawaii shares in Q4 2024, an estimated $837K.
  • Edgestream Partners first reported a position in Bank of Hawaii in Q3 2024 and held it in 1 quarter.
  • Edgestream Partners's Bank of Hawaii position peaked at $837K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2024.

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