First Hawaiian Bank’s SM Energy SM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-14,500	Closed	-$408K	–	900
2023 Q1	$408K	Hold	14,500	–	–	0.01%	650
2022 Q4	$505K	Sell	14,500 -1,440	-9%	-$59.9K	0.02%	551
2022 Q3	$600K	Sell	15,940 -2,220	-12%	-$87.3K	0.02%	462
2022 Q2	$621K	Hold	18,160	–	–	0.02%	465
2022 Q1	$707K	Hold	18,160	–	–	0.02%	487
2021 Q4	$535K	Sell	18,160 -2,840	-14%	-$88.7K	0.02%	614
2021 Q3	$554K	Buy	+21,000	New	+$424K	0.02%	462
2018 Q4	–	Sell	-580	Closed	-$18K	–	1883
2018 Q3	$18K	Buy	+580	New	+$16.7K	﹤0.01%	1398

Other funds holding SM

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

First Hawaiian Bank's SM Position: Q2 2023 in Review

First Hawaiian Bank sold out of SM Energy (SM) in Q2 2023, closing a stake of 14,500 shares — an estimated $408K sold.

First Hawaiian Bank first reported a position in SM in Q3 2018 and held it in 8 quarters. The position peaked at $707K in Q1 2022. 307 funds tracked by Wall St. Rank hold SM as of Q2 2023.

First Hawaiian Bank reported no remaining SM Energy position as of Q2 2023 after selling out during the quarter.
First Hawaiian Bank sold 14,500 SM Energy shares in Q2 2023, an estimated $408K.
First Hawaiian Bank first reported a position in SM Energy in Q3 2018 and held it in 8 quarters.
First Hawaiian Bank's SM Energy position peaked at $707K in Q1 2022.
307 funds tracked by Wall St. Rank held SM Energy as of Q2 2023.

Based on First Hawaiian Bank's 13F filing for Q2 2023, filed 7 Jul 2023.