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Ellevest Inc’s Bank of Hawaii BOH Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-207
Closed -$16.1K – 1901
2022
Q4 		$16.1K Buy
207
+103
+99% +$7.99K ﹤0.01% 922
2022
Q3 		$8K Buy
104
+80
+333% +$6.29K ﹤0.01% 1061
2022
Q2 		$2K Buy
24
+9
+60% +$693 ﹤0.01% 1140
2022
Q1 		$1K Hold
15
– – ﹤0.01% 1262
2021
Q4 		$1K Hold
15
– – ﹤0.01% 1247
2021
Q3 		$1K Hold
15
– – ﹤0.01% 1233
2021
Q2 		$1K Sell
15
-54
-78% -$4.84K ﹤0.01% 1127
2021
Q1 		$6K Buy
69
+54
+360% +$4.7K ﹤0.01% 862
2020
Q4 		$1K Buy
+15
New +$1.03K ﹤0.01% 1035
2020
Q2 		– Sell
-10
Closed -$1K – 1142
2020
Q1 		$1K Hold
10
– – ﹤0.01% 848
2019
Q4 		$1K Buy
+10
New +$889 ﹤0.01% 740

Other funds holding BOH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ellevest Inc's BOH Position: Q1 2023 in Review

Ellevest Inc sold out of Bank of Hawaii (BOH) in Q1 2023, closing a stake of 207 shares — an estimated $16.1K sold.

Ellevest Inc first reported a position in BOH in Q4 2019 and held it in 11 quarters. The position peaked at $16.1K in Q4 2022. 278 funds tracked by Wall St. Rank hold BOH as of Q1 2023.

  • Ellevest Inc reported no remaining Bank of Hawaii position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 207 Bank of Hawaii shares in Q1 2023, an estimated $16.1K.
  • Ellevest Inc first reported a position in Bank of Hawaii in Q4 2019 and held it in 11 quarters.
  • Ellevest Inc's Bank of Hawaii position peaked at $16.1K in Q4 2022.
  • 278 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.