Ergoteles’s Bank of Hawaii BOH Stock Holding History

Ergoteles’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 Q2	–	Sell	-23,356	Closed	-$1.22M	–	1077
2023 Q1	$1.22M	Buy	+23,356	New	+$1.64M	0.05%	425
2022 Q4	–	Sell	-6,919	Closed	-$527K	–	1467
2022 Q3	$527K	Buy	+6,919	New	+$544K	0.02%	740
2022 Q2	–	Sell	-10,261	Closed	-$861K	–	1650
2022 Q1	$861K	Buy	10,261 +2,161	+27%	+$187K	0.03%	480
2021 Q4	$678K	Buy	+8,100	New	+$682K	0.03%	531
2021 Q3	–	Sell	-32,500	Closed	-$2.74M	–	1236
2021 Q2	$2.74M	Buy	32,500 +5,340	+20%	+$478K	0.06%	319
2021 Q1	$2.43M	Buy	+27,160	New	+$2.36M	0.08%	253

Other funds holding BOH

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ergoteles's BOH Position: Q2 2023 in Review

Ergoteles sold out of Bank of Hawaii (BOH) in Q2 2023, closing a stake of 23,356 shares — an estimated $1.22M sold.

Ergoteles first reported a position in BOH in Q1 2021 and held it in 6 quarters. The position peaked at $2.74M in Q2 2021. 243 funds tracked by Wall St. Rank hold BOH as of Q2 2023.

Ergoteles reported no remaining Bank of Hawaii position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 23,356 Bank of Hawaii shares in Q2 2023, an estimated $1.22M.
Ergoteles first reported a position in Bank of Hawaii in Q1 2021 and held it in 6 quarters.
Ergoteles's Bank of Hawaii position peaked at $2.74M in Q2 2021.
243 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.