FHB
EFOR

First Hawaiian Bank’s Everforth Inc EFOR Stock Holding History

First Hawaiian Bank’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,315
Closed -$209K – 861
2022
Q3 		$209K Sell
2,315
-306
-12% -$29.7K 0.01% 764
2022
Q2 		$237K Buy
2,621
+63
+2% +$6.46K 0.01% 781
2022
Q1 		$299K Sell
2,558
-4,839
-65% -$548K 0.01% 771
2021
Q4 		$913K Buy
7,397
+1,086
+17% +$133K 0.03% 427
2021
Q3 		$714K Sell
6,311
-358
-5% -$37.7K 0.03% 384
2021
Q2 		$646K Sell
6,669
-830
-11% -$84.8K 0.03% 416
2021
Q1 		$716K Sell
7,499
-67
-0.9% -$6.19K 0.03% 391
2020
Q4 		$632K Sell
7,566
-856
-10% -$65.8K 0.03% 396
2020
Q3 		$535K Buy
8,422
+30
+0.4% +$2.06K 0.03% 406
2020
Q2 		$560K Sell
8,392
-130
-2% -$6.9K 0.03% 390
2020
Q1 		$301K Sell
8,522
-28
-0.3% -$1.59K 0.02% 536
2019
Q4 		$606K Buy
8,550
+62
+0.7% +$4.05K 0.03% 404
2019
Q3 		$534K Buy
8,488
+17
+0.2% +$1.05K 0.03% 429
2019
Q2 		$513K Buy
8,471
+2,449
+41% +$147K 0.03% 445
2019
Q1 		$382K Sell
6,022
-179
-3% -$11.2K 0.02% 528
2018
Q4 		$338K Sell
6,201
-87
-1% -$5.67K 0.02% 534
2018
Q3 		$496K Buy
+6,288
New +$543K 0.03% 472

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Hawaiian Bank's EFOR Position: Q4 2022 in Review

First Hawaiian Bank sold out of Everforth Inc (EFOR) in Q4 2022, closing a stake of 2,315 shares — an estimated $209K sold.

First Hawaiian Bank first reported a position in EFOR in Q3 2018 and held it in 17 quarters. The position peaked at $913K in Q4 2021. 270 funds tracked by Wall St. Rank hold EFOR as of Q4 2022.

  • First Hawaiian Bank reported no remaining Everforth Inc position as of Q4 2022 after selling out during the quarter.
  • First Hawaiian Bank sold 2,315 Everforth Inc shares in Q4 2022, an estimated $209K.
  • First Hawaiian Bank first reported a position in Everforth Inc in Q3 2018 and held it in 17 quarters.
  • First Hawaiian Bank's Everforth Inc position peaked at $913K in Q4 2021.
  • 270 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2022.

Based on First Hawaiian Bank's 13F filing for Q4 2022, filed 12 Jan 2023.