Institutional & Family Asset Management’s Bank of Hawaii BOH Stock Holding History

Institutional & Family Asset Management’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 Q2	$5.03K	Hold	88	–	–	﹤0.01%	497
2024 Q1	$5.49K	Hold	88	–	–	﹤0.01%	481
2023 Q4	$6.38K	Buy	88 +5	+6%	+$287	﹤0.01%	452
2023 Q3	$4.12K	Hold	83	–	–	﹤0.01%	487
2023 Q2	$3.42K	Hold	83	–	–	﹤0.01%	524
2023 Q1	$4.32K	Hold	83	–	–	﹤0.01%	494
2022 Q4	$6.44K	Sell	83 -6	-7%	-$465	﹤0.01%	433
2022 Q3	$7K	Hold	89	–	–	﹤0.01%	417
2022 Q2	$7K	Hold	89	–	–	﹤0.01%	430
2022 Q1	$7K	Buy	89 +10	+13%	+$864	﹤0.01%	483
2021 Q4	$7K	Sell	79 -16	-17%	-$1.35K	﹤0.01%	494
2021 Q3	$8K	Hold	95	–	–	﹤0.01%	576
2021 Q2	$8K	Hold	95	–	–	﹤0.01%	629
2021 Q1	$9K	Sell	95 -12	-11%	-$1.04K	﹤0.01%	579
2020 Q4	$8K	Hold	107	–	–	﹤0.01%	565
2020 Q3	$5K	Hold	107	–	–	﹤0.01%	580
2020 Q2	$7K	Sell	107 -11	-9%	-$680	﹤0.01%	528
2020 Q1	$7K	Hold	118	–	–	﹤0.01%	490
2019 Q4	$11K	Hold	118	–	–	﹤0.01%	492
2019 Q3	$10K	Hold	118	–	–	﹤0.01%	473
2019 Q2	$10K	Hold	118	–	–	﹤0.01%	492
2019 Q1	$9K	Hold	118	–	–	﹤0.01%	512
2018 Q4	$8K	Hold	118	–	–	﹤0.01%	507
2018 Q3	$9K	Hold	118	–	–	﹤0.01%	537
2018 Q2	$10K	Hold	118	–	–	﹤0.01%	525
2018 Q1	$10K	Buy	+118	New	+$9.98K	﹤0.01%	500

Other funds holding BOH

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Institutional & Family Asset Management's BOH Position: Q2 2024 in Review

Institutional & Family Asset Management held its Bank of Hawaii (BOH) position steady in Q2 2024 at 88 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Institutional & Family Asset Management first reported a position in BOH in Q1 2018 and has held it in 26 quarters since. The position peaked at $11K in Q4 2019. 264 funds tracked by Wall St. Rank hold BOH as of Q2 2024.

Institutional & Family Asset Management held 88 shares of Bank of Hawaii worth $5.03K as of Q2 2024.
Institutional & Family Asset Management left its Bank of Hawaii share count unchanged in Q2 2024.
Bank of Hawaii made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #497 holding.
Institutional & Family Asset Management first reported a position in Bank of Hawaii in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Bank of Hawaii position peaked at $11K in Q4 2019.
264 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.