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Jupiter Investment Management’s First Hawaiian FHB Stock Holding History

Jupiter Investment Management’s Portfolio FHB Stock Details FHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-24,736
Closed -$644K – 371
2019
Q1 		$644K Hold
24,736
– – 0.01% 288
2018
Q4 		$556K Sell
24,736
-213,473
-90% -$5.28M ﹤0.01% 289
2018
Q3 		$6.47M Buy
238,209
+236,904
+18,154% +$6.78M 0.04% 175
2018
Q2 		$37K Buy
+1,305
New +$37.6K ﹤0.01% 362
2017
Q3 		– Sell
-53,752
Closed -$1.65M – 395
2017
Q2 		$1.65M Buy
+53,752
New +$1.57M 0.02% 225

Other funds holding FHB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jupiter Investment Management's FHB Position: Q2 2019 in Review

Jupiter Investment Management sold out of First Hawaiian (FHB) in Q2 2019, closing a stake of 24,736 shares — an estimated $644K sold.

Jupiter Investment Management first reported a position in FHB in Q2 2017 and held it in 5 quarters. The position peaked at $6.47M in Q3 2018. 220 funds tracked by Wall St. Rank hold FHB as of Q2 2019.

  • Jupiter Investment Management reported no remaining First Hawaiian position as of Q2 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 24,736 First Hawaiian shares in Q2 2019, an estimated $644K.
  • Jupiter Investment Management first reported a position in First Hawaiian in Q2 2017 and held it in 5 quarters.
  • Jupiter Investment Management's First Hawaiian position peaked at $6.47M in Q3 2018.
  • 220 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2019.

Based on Jupiter Investment Management's 13F filing for Q2 2019, filed 6 Aug 2019.