First Hawaiian Bank’s Shell SHEL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-37,500	Closed	-$2.35M	–	637
2024 Q4	$2.35M	Buy	37,500 +2,321	+7%	+$152K	0.08%	188
2024 Q3	$2.32M	Sell	35,179 -942	-3%	-$66.7K	0.07%	195
2024 Q2	$2.61M	Sell	36,121 -324	-0.9%	-$23.2K	0.09%	161
2024 Q1	$2.44M	Sell	36,445 -2,416	-6%	-$155K	0.08%	198
2023 Q4	$2.56M	Sell	38,861 -2,137	-5%	-$140K	0.08%	181
2023 Q3	$2.64M	Sell	40,998 -1,022	-2%	-$63.6K	0.09%	167
2023 Q2	$2.54M	Buy	42,020 +1,660	+4%	+$99.6K	0.08%	179
2023 Q1	$2.32M	Sell	40,360 -553	-1%	-$32.5K	0.08%	194
2022 Q4	$2.33M	Sell	40,913 -534	-1%	-$29.4K	0.08%	175
2022 Q3	$2.06M	Sell	41,447 -4,338	-9%	-$224K	0.08%	177
2022 Q2	$2.39M	Buy	+45,785	New	+$2.57M	0.09%	169

Other funds holding SHEL

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return