HGERS
BOH icon

Householder Group Estate & Retirement Specialist’s Bank of Hawaii BOH Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio BOH Stock Details BOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$165K Hold
2,327
– – 0.12% 113
2024
Q3 		$146K Hold
2,327
– – 0.04% 301
2024
Q2 		$133K Hold
2,327
– – 0.04% 296
2024
Q1 		$145K Hold
2,327
– – 0.04% 290
2023
Q4 		$168K Buy
2,327
+22
+1% +$1.26K 0.06% 260
2023
Q3 		$115K Buy
+2,305
New +$118K 0.04% 291
2023
Q1 		$117K Buy
2,240
+26
+1% +$1.83K 0.04% 272
2022
Q4 		$171K Buy
2,214
+20
+0.9% +$1.55K 0.26% 51
2022
Q3 		$167K Buy
+2,194
New +$173K 0.07% 194

Other funds holding BOH

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BOH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Bank of Hawaii (BOH) position steady in Q4 2024 at 2,327 shares worth $165K. The position accounts for 0.12% of the portfolio, ranked #113.

Householder Group Estate & Retirement Specialist first reported a position in BOH in Q3 2022 and has held it in 9 quarters since. The position peaked at $171K in Q4 2022. 297 funds tracked by Wall St. Rank hold BOH as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 2,327 shares of Bank of Hawaii worth $165K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its Bank of Hawaii share count unchanged in Q4 2024.
  • Bank of Hawaii made up 0.12% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #113 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Bank of Hawaii in Q3 2022 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's Bank of Hawaii position peaked at $171K in Q4 2022.
  • 297 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.