Equitable Trust’s First Hawaiian FHB Stock Holding History

Equitable Trust’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 Q1	–	Sell	-9,518	Closed	-$248K	–	404
2022 Q4	$248K	Buy	+9,518	New	+$244K	0.02%	359

Other funds holding FHB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Equitable Trust's FHB Position: Q1 2023 in Review

Equitable Trust sold out of First Hawaiian (FHB) in Q1 2023, closing a stake of 9,518 shares — an estimated $248K sold.

Equitable Trust first reported a position in FHB in Q4 2022 and held it in 1 quarter. The position peaked at $248K in Q4 2022. 246 funds tracked by Wall St. Rank hold FHB as of Q1 2023.

Equitable Trust reported no remaining First Hawaiian position as of Q1 2023 after selling out during the quarter.
Equitable Trust sold 9,518 First Hawaiian shares in Q1 2023, an estimated $248K.
Equitable Trust first reported a position in First Hawaiian in Q4 2022 and held it in 1 quarter.
Equitable Trust's First Hawaiian position peaked at $248K in Q4 2022.
246 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2023.

Based on Equitable Trust's 13F filing for Q1 2023, filed 2 May 2023.