First Hawaiian Bank’s Morningstar MORN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,562	Closed	-$863K	–	502
2024 Q4	$863K	Sell	2,562 -634	-20%	-$216K	0.03%	460
2024 Q3	$1.02M	Buy	+3,196	New	+$993K	0.03%	417
2019 Q2	–	Sell	-711	Closed	-$90K	–	1223
2019 Q1	$90K	Hold	711	–	–	﹤0.01%	919
2018 Q4	$78K	Hold	711	–	–	﹤0.01%	952
2018 Q3	$90K	Buy	+711	New	+$95.8K	﹤0.01%	975

Other funds holding MORN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Hawaiian Bank's MORN Position: Q1 2025 in Review

First Hawaiian Bank sold out of Morningstar (MORN) in Q1 2025, closing a stake of 2,562 shares — an estimated $863K sold.

First Hawaiian Bank first reported a position in MORN in Q3 2018 and held it in 5 quarters. The position peaked at $1.02M in Q3 2024. 464 funds tracked by Wall St. Rank hold MORN as of Q1 2025.

First Hawaiian Bank reported no remaining Morningstar position as of Q1 2025 after selling out during the quarter.
First Hawaiian Bank sold 2,562 Morningstar shares in Q1 2025, an estimated $863K.
First Hawaiian Bank first reported a position in Morningstar in Q3 2018 and held it in 5 quarters.
First Hawaiian Bank's Morningstar position peaked at $1.02M in Q3 2024.
464 funds tracked by Wall St. Rank held Morningstar as of Q1 2025.

Based on First Hawaiian Bank's 13F filing for Q1 2025, filed 3 Apr 2025.