First Hawaiian Bank’s Artisan Partners APAM Stock Holding History

First Hawaiian Bank’s Portfolio APAM Stock Details APAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9,850	Closed	-$435K	–	816
2023 Q4	$435K	Sell	9,850 -1,890	-16%	-$71.3K	0.01%	625
2023 Q3	$439K	Hold	11,740	–	–	0.02%	612
2023 Q2	$461K	Buy	+11,740	New	+$405K	0.02%	615
2022 Q1	–	Sell	-10,044	Closed	-$478K	–	916
2021 Q4	$478K	Sell	10,044 -65	-0.6%	-$3.12K	0.01%	650
2021 Q3	$494K	Buy	10,109 +65	+0.6%	+$3.28K	0.02%	515
2021 Q2	$510K	Hold	10,044	–	–	0.02%	506
2021 Q1	$524K	Hold	10,044	–	–	0.02%	512
2020 Q4	$505K	Hold	10,044	–	–	0.02%	468
2020 Q3	$392K	Buy	+10,044	New	+$368K	0.02%	504
2019 Q2	–	Sell	-676	Closed	-$17K	–	814
2019 Q1	$17K	Buy	676 +549	+432%	+$13.4K	﹤0.01%	1245
2018 Q4	$3K	Sell	127 -44	-26%	-$1.17K	﹤0.01%	1661
2018 Q3	$6K	Buy	+171	New	+$5.57K	﹤0.01%	1622

Other funds holding APAM

BlackRock New York $5.7T 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

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

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return