First Hawaiian Bank’s Upbound Group UPBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-13,723	Closed	-$771K	–	956
2021 Q3	$771K	Buy	13,723 +304	+2%	+$17.9K	0.03%	371
2021 Q2	$712K	Buy	13,419 +1,291	+11%	+$75K	0.03%	385
2021 Q1	$699K	Buy	+12,128	New	+$634K	0.03%	403

Other funds holding UPBD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Hawaiian Bank's UPBD Position: Q4 2021 in Review

First Hawaiian Bank sold out of Upbound Group (UPBD) in Q4 2021, closing a stake of 13,723 shares — an estimated $771K sold.

First Hawaiian Bank first reported a position in UPBD in Q1 2021 and held it in 3 quarters. The position peaked at $771K in Q3 2021. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2021.

First Hawaiian Bank reported no remaining Upbound Group position as of Q4 2021 after selling out during the quarter.
First Hawaiian Bank sold 13,723 Upbound Group shares in Q4 2021, an estimated $771K.
First Hawaiian Bank first reported a position in Upbound Group in Q1 2021 and held it in 3 quarters.
First Hawaiian Bank's Upbound Group position peaked at $771K in Q3 2021.
247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2021.

Based on First Hawaiian Bank's 13F filing for Q4 2021, filed 12 Jan 2022.