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Epoch Investment Partners’s Bank of Hawaii BOH Stock Holding History

Epoch Investment 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
Q3 		– Sell
-36,512
Closed -$2.09M – 374
2024
Q2 		$2.09M Sell
36,512
-163,042
-82% -$9.46M 0.01% 264
2024
Q1 		$12.5M Sell
199,554
-23,176
-10% -$1.47M 0.06% 236
2023
Q4 		$16.1M Buy
222,730
+93,850
+73% +$5.38M 0.07% 225
2023
Q3 		$6.4M Buy
+128,880
New +$6.62M 0.04% 284
2018
Q4 		– Sell
-540,611
Closed -$42.7M – 301
2018
Q3 		$42.7M Sell
540,611
-50,144
-8% -$4.16M 0.16% 129
2018
Q2 		$49.3K Sell
590,755
-115,282
-16% -$9.77M 0.15% 119
2018
Q1 		$58.7M Buy
706,037
+20,908
+3% +$1.77M 0.21% 107
2017
Q4 		$58.7M Buy
685,129
+60,048
+10% +$5M 0.19% 104
2017
Q3 		$52.1M Buy
625,081
+22,247
+4% +$1.8M 0.17% 112
2017
Q2 		$50M Buy
602,834
+86,229
+17% +$6.95M 0.17% 119
2017
Q1 		$42.5M Sell
516,605
-2,902
-0.6% -$247K 0.14% 134
2016
Q4 		$46.1M Sell
519,507
-195,999
-27% -$15.9M 0.17% 110
2016
Q3 		$52M Sell
715,506
-22,049
-3% -$1.55M 0.19% 109
2016
Q2 		$50.7M Sell
737,555
-14,767
-2% -$1.02M 0.19% 110
2016
Q1 		$51.4M Buy
752,322
+59,219
+9% +$3.73M 0.19% 107
2015
Q4 		$43.6M Sell
693,103
-52,735
-7% -$3.46M 0.17% 106
2015
Q3 		$47.4M Sell
745,838
-2,797
-0.4% -$182K 0.18% 108
2015
Q2 		$49.9M Buy
748,635
+29,211
+4% +$1.84M 0.18% 112
2015
Q1 		$44M Buy
719,424
+90,610
+14% +$5.35M 0.17% 112
2014
Q4 		$37.3M Buy
628,814
+145,739
+30% +$8.4M 0.13% 119
2014
Q3 		$27.4M Sell
483,075
-13,680
-3% -$792K 0.11% 136
2014
Q2 		$29.2M Sell
496,755
-36,725
-7% -$2.1M 0.11% 142
2014
Q1 		$32.3M Buy
533,480
+19,070
+4% +$1.11M 0.13% 146
2013
Q4 		$30.4M Sell
514,410
-960
-0.2% -$55.3K 0.13% 138
2013
Q3 		$28.1M Buy
515,370
+14,395
+3% +$777K 0.13% 136
2013
Q2 		$25.2M Buy
+500,975
New +$24.6M 0.13% 141

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
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

Epoch Investment Partners's BOH Position: Q3 2024 in Review

Epoch Investment Partners sold out of Bank of Hawaii (BOH) in Q3 2024, closing a stake of 36,512 shares — an estimated $2.09M sold.

Epoch Investment Partners first reported a position in BOH in Q2 2013 and held it in 26 quarters. The position peaked at $58.7M in Q4 2017. 278 funds tracked by Wall St. Rank hold BOH as of Q3 2024.

  • Epoch Investment Partners reported no remaining Bank of Hawaii position as of Q3 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 36,512 Bank of Hawaii shares in Q3 2024, an estimated $2.09M.
  • Epoch Investment Partners first reported a position in Bank of Hawaii in Q2 2013 and held it in 26 quarters.
  • Epoch Investment Partners's Bank of Hawaii position peaked at $58.7M in Q4 2017.
  • 278 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2024.

Based on Epoch Investment Partners's 13F filing for Q3 2024, filed 13 Nov 2024.